White papersBack to those other bricks
With Middle East peace in sight, the S&P 500 should resume its path to 7,500.
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NewsNearly half of European assets now run by US managers
‘Europe is quietly losing control over how its capital is allocated’, warn observers
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NewsRising rates wipe out asset gains as Dutch pension returns fall to -2.9%
HAL pension fund, the €166m pension scheme of the owner of FD Mediagroep (IPE’s parent company) returned 14%
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NewsLD Pensions switches to Federated Hermes EOS for engagement
Danish pensions manager also tightens up exclusion process, and improves systematic follow-up of milestones and dialogue progress
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NewsNet Zero Asset Owner Alliance names co-chairs from CDC, UN pension fund
Josselin Kalifa from Caisse des Dépôts Asset and Toru Shindo from the United Nations Joint Staff Pension Fund had been elected as co-chairs of NZAOA
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AnalysisIPE DACH Briefing: Germany’s third-pillar shake-up draws new entrants to pension market
Plus: German Pensionskassen are looking to pool assets to access specialised investment strategies
White papersCross Asset Investment Strategy - April 2026
Topic of the month - Asia and the energy shock
White papersAsia and the energy shock
Asia is exposed to the Middle East conflict and the resulting rise in oil and gas prices. Most countries in the region are net energy importers (Malaysia is a notable exception). Even if the pass‑through to headline inflation remains limited, sustaining cost‑of‑living support to shield household purchasing power will be expensive for governments.
White papersGold: a correction driven by positioning, not fundamentals
Gold has undergone a meaningful sell-off in recent weeks, but we believe the move has been driven more by a repricing of short-term macro fears than by any deterioration in the metal’s medium-term fundamentals.
White papersThe energy test for European sectors
We believe that European companies’ Q1 earnings should remain relatively robust.
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NewsBorder to Coast and Railpen announce plans to vote against BP
UK pension investors flag concerns about transparency and governance at the oil and gas major BP
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NewsNorway’s SWF says all companies should add staff ownership schemes
Nicolai Tangen says share ownership plans ‘not about corporate social responsibility’ but ‘making good long-term financial decisions’
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NewsSwiss Tellco intervention seen as proof of effective pension fund oversight
Pension experts say Tellco intervention shows Swiss pension oversight works, despite governance concerns in multi-employer schemes
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NewsObituary: Mark Mobius
Tributes follow death of Mark Mobius, pioneering emerging markets investor who reshaped global institutional investing
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AnalysisA return to arms: how asset owners are reevaluating their defence exclusions
Some are ditching all screens, some are introducing stronger restrictions
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NewsPeople moves: BT pension fund names trustee director
Plus: AP3 picks new head of equities; Sweden’s AMF elects chair
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AnalysisIPE ESG Briefing: BP fast becomes proxy voting season’s key flashpoint
Plus: research from OxProx shows that ‘asset owners show materially greater support for ESG and shareholder-initiated proposals’
Asset Manager NewsBlueberry acquisition strengthens permanent crop platform
The Kempen SDG Farmland Fund has taken another deliberate step in developing a long term platform built around productive farmland and high quality crops. The acquisition of the Pan American and Othello blueberry farms in the Pacific Northwest adds depth to the portfolio and strengthens the Fund’s position in a region known for reliable fruit production and strong local expertise. Together, the farms cover about 312 planted hectares and 405 hectares in total across Oregon and Washington.
White papersPortfolio manager Q&A: MDT Market Neutral
We asked Dan Mahr, Head of MDT, to discuss MDT’s market neutral strategy — its history, approach and how it may fit within a portfolio. Please find edited excerpts from the conversation below.
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NewsStandard Life acquires Aegon to create £480bn powerhouse
Transaction establishes Standard Life as UK’s second largest workplace pensions platform by assets, adding £74bn assets under administration and 2.1 million customers




