United States
Latest news and analysis of pensions, asset management, regulation and trends in the United States from IPE’s award-winning journalists.
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NewsSwiss Re enters US longevity reinsurance market with $2bn deal
Longevity business accounted for 17% of Swiss Re’s Life & Health Reinsurance revenue in 2025
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InterviewsListed equities: Beyond the Magnificent Seven, betting on the future of AI
America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?
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AnalysisShareholder concerns mount on both sides of the Atlantic
There are worries that the SEC’s moves to protect corporations from their shareholders will have ramifications elsewhere, including in Europe, as policymakers scramble to digest the implications
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NewsAon launches US-DACH hub for cross-border pensions and risk capital
The consultancy has appointed Matthew Reilly as head of DACH global solutions
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AnalysisHousing affordability: an elusive goal
Despite efforts to tackle the housing crisis across much of the developed world, the barriers to building sufficient affordable homes remain wearyingly high
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AnalysisChart watch: Policy uncertainty, EM spreads, US jobs, German manufacturing
Despite global policy uncertainty, EM spreads have remained tight, and German manufacturers ended 2025 on a high
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AnalysisDutch pension funds reduce dollar bond holdings
Civil service scheme ABP, the only Dutch pension fund with a sizeable exposure to US treasuries, reduced its allocation by €10bn in 2025
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FeaturesIPE Quest Expectations Indicator - February 2026: confidence inspires risk-on behaviour
With inflation seemingly under control, and the threat of trade war retrenching, the prospects for equities are positive across the board
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Opinion PiecesPension funds must resist the weaponisation of asset allocation
Concerns about geopolitics are one of many factors involved in pension funds’ asset allocation decisions - yet they are often overemphasised by outsiders
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NewsDanish pension funds lose their appetite for US assets
Selling US Treasuries is not a ‘weapon’, says Copenhagen professor, but the bonds are viewed as having become too uncertain
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NewsPFA holds off after last year’s US bond exit over Trump
Sampension says poll shows nearly 70% of Danes fear global developments – with Trump in power – will hit their pension savings
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AnalysisFixed income, rates, currencies: bond markets ready to absorb record issuance
Sentiment remains upbeat, despite weakness in the US job market and uncertainty about Venezuela
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NewsNorway’s SWF opposes $1trn Tesla CEO package
NBIM to reject all three proposals the EV carmaker says are ‘critical for securing the company’s future’
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Special ReportTrends to watch in 2026: As stocks defy gravity, bubble fever speculation grows
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
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Special ReportUS courts award more than $4.7bn as securities class actions intensify
Tech and heathcare sectors dominated US class action cases in 2024
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Special ReportThe missing lever in pooled fund governance
There are arguably three levers in corporate governance available to active equity holders: they can exit, they can vote and they can sue.
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Special ReportSeeking a safe jurisdiction in a legal storm
Europe and the US offer institutional investors different forms of recourse with their respective opt-out and opt-in legal systems
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NewsKeva’s outgoing CIO sees storm clouds on horizon for US stocks
Finland’s biggest pension fund recoups some private equity losses in Q3; Veritas posts 5.2% nine-month return
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NewsDutch pension funds rethink US allocations
Pensioenfonds Bisdommen, the fund for Catholic clergy, has already reduced its exposure to US equities, while PGB will no longer increase US non-listed investments
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AnalysisTrusting the numbers: Scepticism about macroeconomic data on the rise
Political interference in national statistics is not a new phenomenon, but the recent episodes in the UK and the US reveal a growing scepticism about macroeconomic data
