White papersKey Investment Themes 2026: Our roadmap for the new investment landscape
2025 has seen the global economy hold firm, despite headwinds from the US ‘Liberation Day’ tariffs and concerns over fiscal dominance and the ability of the Federal Reserve to maintain its independence. Most central banks normalised monetary policy while the AI investment boom helped to support growth.
White papersFed cuts, keeps a balanced tone
The Federal Reserve (Fed) reduced its target federal funds rate by 25bp at its December policy meeting. Chair Powell acknowledged that risks to both sides of the Fed’s dual mandate — inflation and labour markets — remain. However, we believe some signals from the Fed suggest labour markets are weaker than current data indicates.
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NewsPME replaces BlackRock in €5bn ESG equities portfolio
UBS AM and MN take over the pension fund’s ESG equity portfolio from the American manager
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NewsNorway SWF aims to halve manual processes through AI use
NBIM expects headcount to remain broadly stable: ‘AI acts as a force multiplier for our employees rather than a replacement,’ spokeswoman says
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NewsAvon pension fund to stay in defence, share member views with new pool
Pension fund decided to review investment in aerospace and defence sector following petitions for divestment from companies supplying Israel
White papersFive themes for EM debt in 2026: a year of greater divergence
Looking into 2026, we see five themes driving our outlook for emerging market debt.
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NewsItalian pension funds fight employer contribution portability
Italian pension funds warn budget law portability plans could weaken collective schemes and erode workers’ retirement outcomes
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NewsPFA reveals DKK40bn equities revamp cashed in on tariff-jitters bargains
“Timing could hardly have been more challenging,” says Danish pensions CIO of lifecycle profiles restructuring
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NewsPension funds take climate targets more seriously than other financial institutions
Analysis of 600 funds names those adopting good practice and areas where improvements are needed
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NewsEIOPA flags private credit as growing financial stability risk
The Authority warns that insurers and pension funds’ rising private credit exposure poses growing systemic risks
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Podcast#25 Leaders in Investment podcast: Simon Pilcher, Chief Executive Officer, USS Investment Management
In conversation with Liam Kennedy, Editorial Director, IPE
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NewsGerman doctors’ pension fund makes first foray into crypto
First-pillar fund for physicians commits to €17m through two ETPs following a two-year test
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NewsUK government consults on raising trustee standards
DWP’s consultation puts forward proposals to increase knowledge and understanding requirements for trustees, and to improve trust board diversity
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NewsWTW’s master trust commits £400m to carbon transition credit fund
The investment is expected to rise to £1bn by 2027
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NewsUK master trusts invest £350m in public-private corporate credit ELTAF
Plus: Schroders Capital invests €100m seed capital in own ELTIF
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NewsAviva launches solution for DB surplus transfers to DC funds
Surplus transfers could become a realistic option for some pension funds earlier than expected, Aviva says
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NewsInvestors call for more transparency on impact of climate on future dividend payments
IIGCC updates expectations for reporting on climate impacts in financial accounts
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NewsGenerali scraps plans to create joint venture with Natixis Investment Managers
Generali and BPCE, Natixis IM’s owner, failed to reach a final agreement following a non-binding memorandum of understanding signed in January
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NewsItalian pension fund moves €2.16bn to Luxembourg platform in new strategy
The overhaul coincides with the rollout of BCC CRA’s 2025–27 strategic asset allocation for its three sub-funds
White papersESG Thema #22 - Closing the gender gap in credit investing
Persistent gender disparities in economic opportunity and access to finance continue to constrain global growth and resilience – particularly in emerging markets, where institutional barriers remain deeply entrenched. According to the World Bank’s 2024 “Women, Business and the Law” report, eliminating discriminatory laws and practices that hinder women’s participation in the workforce could increase global GDP by over 20%, effectively doubling the global growth rate over the next decade. Reducing gender employment gaps could raise GDP per capita by an average of 35%, with productivity gains from workplace diversity contributing over half that value.
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