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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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 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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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 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 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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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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Asset Class ReportsEmerging market debt attracts the attention of institutional investors
Poised to benefit from US decline Reforms, prudent policymaking and the end of US exceptionalism have changed the nature of lending to emerging markets
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Opinion PiecesTrump opens US DC market to alternatives
Private markets managers in the US have set their sights on a $3.5trn (€3trn) opportunity
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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
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NewsMorningstar warns on steep decline in US ESG support
The lack of ESG signals coming through to investors means stewardship is failing in its traditional role, according to Morningstar’s Lindsey Stewart
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AnalysisWhat the latest US ruling could mean for ESG and collaborative engagement
Texas will continue its case against BlackRock, State Street and Vanguard, which includes a demand they divest from coal
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Asset Class ReportsUS versus Europe: will private credit investors shift focus?
As market volatility persists, private credit investors are starting to rethink their allocations to the US in favour of Europe
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FeaturesFixed income, rates, currencies: Questions over US economic policy dominate global concerns
As ever, the US dominates the global economic landscape. While there is still considerable uncertainty around possible tariffs emanating from the US – despite deals struck by the UK, China and Vietnam – the levels are still expected to be markedly lower than those trumpeted on 2 April.
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Opinion PiecesEurope must forge its own trade relations policy with China – without relying on the US
Iran has recently been in the headlines, but while its relations with the US have ramifications across the Middle East, the more profound longer-term issue may be America’s relationship with China, as Washington beats the drum of a new cold war with Beijing.
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Opinion PiecesUS budget bill battle fazes Australian super funds
With around A$750bn (€420bn) allocated to the US, Australian super funds are bracing themselves for the impact from a raft of policies being rolled out by the Trump administration.
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FeaturesChart watch: Uncertainty following tariff announcements persists
Though much of the damage caused by the so-called 2 April ‘Liberation Day’ announcement of US tariffs has been repaired, uncertainties generally remain high.
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FeaturesIPE Quest Expectations Indicator - July 2025
US President Donald Trump remains the main source of global political risk. In recent weeks, he has ramped up pressure on Russia over the ongoing war in Ukraine while the success of his interventions in Israel’s dual conflicts with Hamas and Iran is uncertain.
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AnalysisThe state of shareholder rights in US and the EU
While US regulators and state legislatures chip away at shareholder rights, the EU takes a more measured – if sluggish – approach to reform, Sophie Robinson-Tillett reports in the second of a four-part series on stewardship and shareholder rights
