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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NewsPensionsEurope raises ‘serious concerns’ over One Big Beautiful Bill
US senate is expected to vote on the reform legislation on Monday
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NewsAP7 loses patience with Tesla’s labour conduct, divesting €1.2bn
Swedish pensions giant set to make more climate exclusions as a result of upcoming policy change
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NewsDanish pension fund CIO takes floor at Alphabet AGM over targeted ads impact
Google-parent AGM votes down call from AkademikerPension, United Church of Canada Pension Plan and others for independent human rights assessment of AI-driven advertising effects
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NewsNordic pension funds hold off on dialling down strategic US exposure
Danish pension funds favoured European equities in Q1, central bank data shows
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AnalysisEuropean pension funds review global weightings in face of US turmoil
As global markets react to the threat of US tariffs, many European pension funds are looking to rebalance their portfolios and reset their investment policies
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Features
Fixed income, rates, currencies: Fickle US policy shakes global investor confidence
The hugely unpredictable policy announcements from those in charge of the world’s largest developed economy are market events more usually associated with goings-on in a newer EM economy
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Special ReportIndia could benefit from global trade disruption
As other nations reel from the ongoing trade tariff uncertainty, Delhi appears relatively insulated from the direct impact of US levies compared with its more export-reliant Asian peers
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Opinion PiecesAustralian super funds split on US exposure post Trump tariffs
Just weeks after Australian super funds visited the United States to pitch investments worth hundreds of billions of dollars, US president Donald Trump delivered a body blow with his ‘Liberation Day’ tariff plan.
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Opinion PiecesBeyond the ESG backlash – what next for European asset owners?
The US asset management landscape is rapidly transforming, with a re-evaluation of investment priorities shaped by political pressure and regulatory change. For European asset owners this brings both uncertainty and a rare opportunity to achieve strategic clarity, provided they are willing to look beyond the short-term chaos.
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FeaturesChart watch: Uncertainty ripples across markets
The trade war unleashed by Trump’s tariffs and the knock-on effects for business confidence and commodities demand are reflected in our latest chart overview
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Special ReportBlended finance could help achieve sustainable development goals despite Trump
New approaches will be needed to encourage asset managers and institutional investors to participate in blended finance
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FeaturesIPE Quest Expectations Indicator - May 2025: US markets lose their wings
Markets have been gyrating wildly with Trump’s on-again-off-again trade wars, but resistance is building
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FeaturesIPE Quest Expectations Indicator - June 2025
At last, we have some clarity about the nature of ‘Trump risk’ – it is about uncertainty and growth. Markets are signalling that the US president’s on-again-off-again policies are a threat to growth and stoking inflation even if his threats are not implemented.
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NewsDanish pensions group says better EU growth framework could shift assets back from US
‘Much-needed focus’ on ensuring Europe’s competitiveness is vital to attracting the necessary investments, says CEO of Denmark’s IPD association of insurers and pensions
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Opinion PiecesLetter from Australia: super funds sanguine on US-led ESG pullback
Despite US backpedalling on climate change initiatives, Australia’s superannuation funds are taking a long-term approach to ‘green’ opportunities
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NewsVelliv to shift more equities exposure to Europe, after €500m US sell-off
Denmark’s fifth-largest pension fund targets smaller European firms which don’t depend on exports to US
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NewsNBIM warns ESMA against negotiated transactions wording in MiFIR
‘Regulation should not disadvantage European firms facing international competition,’ says Norwegian SWF manager
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FeaturesFixed income, rates, currencies: Markets rocked by Trump’s sweeping tariffs plan
The world’s economy enters a new phase as the US administration escalates towards a global trade war, raising the prospect of a US recession and crashing global financial markets
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InterviewsDaniel Gamba, NTAM: Scaling the heights of asset management
Daniel Gamba, president of Northern Trust Asset Management (NTAM), is sketching out a future for his business involving the mass customisation of products for clients and leveraging important client relationships to act as a key partner.
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Asset Class ReportsIs it time for private credit to step up on investing in artificial intelligence?
Besides digital and power infrastructure, investors are beginning to shift their focus to other areas of the burgeoning AI market
