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NewsLocal authority forum calls for BP to show ‘genuine’ capital spending discipline
UK-based Local Authority Pension Fund Forum urges oil giant to justify increased exploration and capex amid warnings its future projects are increasingly uncompetitive
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NewsBP Pension Fund completes £1.6bn buy-in with L&G
L&G provided the fund with a Gilt-based price lock using the fund’s Gilt holdings
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NewsBP to repatriate Dutch pensions from Belgium
The fund is also considering a buyout to a Dutch insurer for its Belgium-based DB accruals
White papersFed may cut further, amid weaker employment
At its September meeting, the Fed cut the Fed Funds target range by 25bp to 4.00-4.25%, as expected. The Fed’s economic projections showed the median Fed Funds forecast shifting to a total of 75bp of cuts this year, implying a 25bp cut at each of the remaining two meetings. This is happening at a time when both the ECB and BoE left rates unchanged, thus providing opportunities for global fixed income investors to play central banks’ policy asynchrony.
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Opinion PiecesQuestions BP investors should ask themselves
A lot has happened in sustainable finance since the last AGM season: an energy crisis in Europe, an escalating legal campaign against ESG in the US, a credibility crisis for the world’s biggest net zero investment group, and ground-breaking political agreements to protect the planet’s natural resources and marine ecosystems.
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NewsVelliv divests BP, TotalEnergies, Shell in climate strategy rethink
Danish pension provider divests DKK3.4bn of upstream oil and gas stocks and bonds
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AnalysisAre shareholders finding it harder to make their voices heard?
A showdown at BP and changes at the SEC suggest companies are feeling empowered to snub investor requests
White papersBP case study
BP has committed to become net-zero by 2050 or sooner, supported by a robust strategy to get there and market-leading disclosures. EOS continues to engage, following more than a decade of climatefocused engagement with the company.
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NewsUK roundup: Brunel and NEST to vote against chair at BP AGM
Plus: Railpen-led investor group launches workforce directors guidance; Carillion completes buy-in deal with Just Group
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AnalysisIPE Netherlands Briefing: First three funds get go-ahead for DC switch
Plus: BP pension fund is considering a buyout to a Dutch insurer for its Belgium-based DB accruals
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Bond investors can save up to 10bp on managers’ fees, says ClearGlass
‘Our advice to investors is: don’t accept the first or second offer, keep pushing and they will give you what you want,’ says Chris Sier
White papers3-4 May FOMC meeting: 50bp interest rate hike is bullish for markets
Federal Open Market Committee (FOMC) and statement: On 4 May, the Federal Reserve (Fed) hiked the Fed funds rate by 50bp to 0.75-1.00%, the first back-to-back hike since the second quarter of 2006. The FOMC statement signaled the start of a series of rate hikes. The Fed downplayed the negative Q1 GDP data, while upgrading its inflation assessment.
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Opinion Pieces“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
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AnalysisIPE UK Briefing: Local government pension schemes finalise pooling choices
Plus: £1bn+ buy-in deals; the latest on the Pension Protection Fund
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NewsDutch insurers see buyout market accelerate
As funding ratios rise across the board, buyout deals have seen a growing number of Dutch company pension schemes show interest
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BP chief economist suggests focus on prices rather than climate scenarios
Spencer Dale floats idea of ‘shortcutting’ use of scenarios and turning straight to price metrics
White papersMacroeconomics, Geopolitics, and Strategy - December 2024
Inflation is coming down much faster than the ECB expected only last September, with the headline measure (2.2%) now inching very close to its target. The latest 25bp cut and its revised forecast on 12 December, suggest that the ECB should get to its target by mid-2025.
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APG and others outline stance on BP net-zero ambition, delivery
CA100+ investors publish statement ‘for consideration’ ahead of tomorrow’s AGM
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NewsQuarter of shareholders vote down BP’s chair amid strategy row
Opposition could be driven by almost opposing concerns regarding the company’s oil and gas production strategy
White papersThe Appeal Of European Net Lease To Non-European Investors
The global uncertainty created by U.S. tariff policy has unsettled financial markets and has cast a shadow on economic growth prospects. While the situation remains fluid with many moving parts, we believe that a corner of stability may be found in European commercial real estate, which has significantly repriced since market peaks in 2022, and where market fundamentals remain solid and macro–drivers broadly supportive. Defensive, income-oriented strategies – such as European Net Lease – can be especially interesting for non–European investors seeking stability, yield, and geographic diversification. This report sets out the rationale for that conviction.
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