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NewsHermes pushes back against wind farm claim in high court defence
The asset manager says unforeseen Swedish power market disruption, not mismanagement, drove losses in North East Scotland Pension Fund wind investment
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NewsItaly’s pension fund regulator rebuked for ‘overly prescriptive’ investment rules
Italian pension experts warn Covip’s proposed auto-enrolment investment rules risk limiting board autonomy and flexibility
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NewsEU outlines plan for new sustainability reporting standards
The European Commission has unveiled its plan for the next iteration of ESRS and opened it up for feedback until 3 June
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Opinion PiecesDear CIOs – ESG is in our job description
Dan Mikulskis, CIO of People’s Partnership, sets out how a shift from persuasion to enablement is needed for CIOs to effectively lead the next phase of ESG
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AnalysisIPE UK Briefing: Pensions Schemes Bill debate concludes
Plus: Tougher insurer capital rules; a £480bn powerhouse; a £450m direct lending mandate
White papersMobilizing the Transition: Putting Road Public Transport and Rail in the Driver’s Seat of Decarbonized Mobility
As transport decarbonization requires private capital at scale, road public transport and rolling stock offer scalable opportunities for sustainable infrastructure investors.
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NewsInvestor groups split over future of Shareholder Rights Directive
Debate intensifies over EU shareholder rules, with conflicting views on stewardship, proxy advisers and disclosure
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NewsUK SDR label imbalance could curb pension scheme use, FCA acknowledges
The UK regulator says it is committed to working with the industry to understand why more fixed income managers or funds are not seeking a label
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NewsSwiss pension funds rebalance gold, aggregate bond exposure
Gold is losing its defensive edge as volatility rises, prompting portfolio rebalancing across Swiss pension schemes
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NewsPeople moves: Lothian Pension Fund names financial chief
Plus: L&G appoints CIO for institutional retirement business; SEI adds duo to its master trust board of directors
White papers2026 Europe - Student Housing, Sector Update
On the Continent, we have continued to observe strong performance of student housing assets. However, the latest academic year marked a material slowdown in operational performance for assets in the UK. Pricing in the sector has reflected changing fundamentals, as yields on the continent have remained stable or shown early signs of compression on a small number of markets, including Spain, Italy and Denmark.
White papers2026 Europe - Specialty Residential, Sector Update
Residential performance in 2025 remained robust in 2026. The sector continues to be characterised by strong operational performance, with occupancy remaining high and positive rental growth across key target markets.
White papers2026 Europe - Senior Housing, Sector Update
The European senior housing sector continues to benefit from extremely strong levels of demand. Occupancy remains at record levels (93%) and income growth remains in the high single digits in our high conviction markets of the UK, Spain, Germany and France. These dynamics are attracting a record level inflow of capital to the sector, with existing investors remaining expansionary and new investors entering the market.
White papers2026 Europe - Self Storage, Sector Update
The self storage sector in the Europe continues to see solid fundamentals, with strong rental growth and stable occupancy despite a marked increase in supply reflecting demand for the sector. Self storage’s relative outperformance to other commercial real estate sectors continues to drive an increase in institutional interest in the sector.
White papers2026 Europe - Life Sciences, Sector Update
The life sciences industry in the UK has transformed in the last few years. The growth of the sector has been supported by the requirements for medical advancements, improving therapies and technologies, and strong capital investment. With these factors driving the sector forward, real estate requirements have also evolved alongside the growth of occupiers in this space.
White papersChina’s Blueprint: What the 15th Five-Year Plan Means for Global Investors
The Trump-Xi summit will dominate the news. China’s 15th Five-Year Plan could prove the more consequential signal for global investors.
White papersPrivate Credit and BDCs: Why the Sell-Off Tells an Incomplete Story
We believe the private credit market is much more diverse—and resilient—than the recent focus on corporate direct lending and BDCs would suggest.
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NewsNBIM tells Brussels Europe’s shareholder voting chain is not working
Norway’s SWF manager laments ‘fragmented system that undermines effective shareholder voting’ and makes it harder to support companies
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NewsValuations increasingly become ‘strategic tool’ in UK endgame planning
Analysis from the UK’s pensions regulator shows aggregate funding reached 124% as at 31 December 2025
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NewsDutch transport fund lifts US equity allocation despite peer retreat
Vervoer increases US equities, defying peers while reviewing active strategies after prolonged underperformance




