All IPE articles in September/October 2026 (Magazine)
View all stories from this issue.
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ResearchIPE institutional market survey: Managers of Dutch institutional assets 2026
Dutch institutional assets have increased for the third consecutive year and are edging towards the €2.5trn mark, while the assets managed on behalf of Dutch pension fund clients are just shy of €2trn, after increasing for the third year in a row.
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ResearchIPE institutional market survey: Emerging market debt 2026
The headline figure from IPE’s survey of emerging market debt (EMD) assets invested on behalf of global and European institutions has been volatile in recent years.
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FeaturesIPE Expectations indicator - September 2026: Equity confidence holds as inflation and political risk weigh on bonds
It is quite possible that Donald Trump overplayed his hand by allowing trade negotiations with Canada to break down. Support for Canadian PM Mark Carney has increased, and Canadians are pulling together.
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Asset Class ReportsEmerging market debt outlook 2026: Bottom-up analysis remains critical
Many EM countries have improved their macro fundamentals, but rising US Treasury yields pose a challenge
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Country ReportPensions in the Netherlands 2026: How Dutch pension funds are managing liquidity risk under DC transition
Pension funds face new imperatives as they transition to DC
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Country ReportPGB prepares for January 2027 Wtp transition with put option strategy and dual-scheme approach
The multi-employer, multi-sector fund was one of the few to post a positive 2025 return, according to investment committee chair Anne Kock
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Portfolio StrategyBlackRock iShares: How institutional ETF adoption is growing 30% a year
Over the past few years, the institutional exchange-traded fund market has grown 30% per year, says Kirst Kuipers, head of iShares institutional sales
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Portfolio StrategyActive fixed income ETFs: Growing demand, sophisticated use and the case for investors
Adoption of active bond ETFs is growing in leaps and bounds, and their use is becoming increasingly sophisticated, writes Gail Moss
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Portfolio StrategyActive ETFs poised for European 'gold rush' as BNY flags institutional shift
European institutions will eventually become bigger players in the active ETF space, says Ben Slavin, BNY’s global head of ETFs
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Portfolio StrategyIndex providers adapt IPO inclusion rules for SpaceX: the governance trade-offs for institutional investors
If the first 25 years of the 21st century will be remembered for the launch of the iPhone, social media, political populism and the rise of retail AI, the IPO of Space Exploration Technologies Corp – aka SpaceX – is a strong contender to be an emblematic financial event of 2026.
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InterviewsVarma CIO Markus Aho on diversification, geopolitical risk and investing in a resilient bull market
Markus Aho, Varma’s deputy CEO and CIO, reflects on market resilience, investor complacency and favouring diversification over ‘idealistic’ exclusions
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AnalysisAsset management innovation scorecard: ETFs, AI and outsourcing reshape the industry
Asset growth continues apace, yet profitability is heading south. Faced with this irony of riches, the asset management industry has sought to re-engineer itself in the wake of seismic forces over which it has had little control.
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AnalysisEuropean pension funds increase venture capital allocations amid EU policy push
Europe’s startups and scaleups are hungry for patient capital, and the continent’s pension funds are cautiously expanding their footprint in this strategic market, writes Carlo Svaluto Moreolo
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Opinion PiecesIt is high time European pension funds raised their allocations to European venture capital
If European policymakers are serious about reviving economic growth and securing Europe’s competitive position on the global stage, they urgently need to focus on closing the “innovation gap” with the US.
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Asset Class ReportsFinisterre's Damien Buchet on building an all-weather emerging market debt total return strategy
Damien Buchet says Finisterre’s EMD strategy is an ‘all-weather’ approach designed to deliver optimal outcomes in any market condition
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InterviewsUniversities Superannuation Scheme: climate scenario analysis and long-term investment strategy
Head of investment strategy Mirko Cardinale translates environmental change forecasts into fund management decisions for investors
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InterviewsBarings CEO Michael Freno: "The private credit opportunity extends well beyond direct lending"
Barings CEO Michael Freno tells Carlo Svaluto Moreolo about the firm’s strategy to build out its capabilities in public and private credit, insurance solutions, real assets and emerging markets
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AnalysisCharts watch: US employment shows resilience, inflation to peak in US this year but outlook for EU inflation worsening
US non-farm payrolls surprised to the upside in August, topping 159m, showing the resilience of US employment in the face of economic headwinds, as prices and borrowing costs spike upwards.
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Portfolio StrategyHow FRR's new climate transition index uses emissions data, green revenues and temperature scores
The French pension reserve fund is trialling an index that looks at emissions, green spending, implied temperature rises and market consensus
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Country ReportDutch pension reform gathers pace as funds complete DC transition
The supervisor is playing a key role in the complex and consequential process of transforming the Dutch pension system as it moves to DC
