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.
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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
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NewsSwedish pension giants back Stegra lifeline, but accept dilution
Wallenberg-led consortium steps in as green steel startup’s biggest investor, and pension funds AP2, AP4 and AMF all put in more capital
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NewsGermany’s pension reform to intensify competition and reshape market dynamics
DWS expects fierce competition and warns against state role following Germany’s third pillar pension reform rollout
White papersGold rush or fool’s gold? Three views on surging prices
With gold prices rising to record highs over the past three years, investors have increasingly turned their attention to this ancient store of wealth. What is driving the rapid increases, especially at a time when stocks and bonds have also generally done well?
White papersNew real estate cycle: Why opportunities are opening up again for institutional investors
Interview with Wolfgang Kessler and Michael Kammerzell from Union Investment Institutional Property GmbH
White papersAI’s return on investment debate: two simple questions
Over the past decade, spending on artificial intelligence (AI) has represented one of the largest waves of private investment in modern history.
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NewsDutch pension funds hedge equity exposure in run-up to Iran war
Pension funds Foodservice, DHL and Gasunie hedge equities ahead of DC transition in the Netherlands, but strategies diverge sharply amid geopolitical volatility
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NewsMSCI overhauls climate index rules to address investor concerns
Climate Paris Aligned Benchmarks will no longer consider climate value at risk, transition scores or net-zero targets
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