- Strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets
Top stories
PME halves equity risk in run-up to January DC transition
Dutch €64bn pension fund opts to reduce exposure to shares via physical sell-off combined with futures – cheaper than put options used by smaller funds
NEST expands data capabilities through Northern Trust partnership
NEST is strengthening data capabilities with Northern Trust as assets grow towards £100bn and decumulation planning accelerates
APG backs new STOXX ‘investable’ index framework, citing flexibility
Deutsche Börse subsidiary claims manager of Netherlands’ largest pension fund as one of two early adopters of its new IMI framework index product
In focus this week
Analysis
Investors prepare for future equity markets, IPOs, and challenging governance models
Investment strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets, writes Carlo Svaluto Moreolo
TCFD: Trustee ramps up reorientation campaign; FCA simplification proposal dissected
The UK government is being urged to replace TCFD reporting by pension schemes with transition planning, while an FCA reporting simplification proposal raises concerns
IPE Netherlands Briefing: The long pensions transition process
Dutch pension giant ABP earns green light from Dutch central bank DNB
UK backs continuity as Torsten Bell keeps pensions role
Pensions industry welcomes Bell’s reappointment following Andy Burnham’s cabinet reshuffle, citing continuity as government shifts focus from reform to implementation
Exclusions: Time to move the clocks forward
Alexandra Danielsson at Canbury Insights and Carolyn Saunders at Dentons argue that with AI, asset owners can finally reopen exclusion policies that no longer stand up to scrutiny
Twenty years of evidence: Is it time to reconsider microfinance?
Stefan Beiner, partner at Swiss consultancy c-alm and former CIO of Publica, one of Switzerland’s largest pension funds, unpicks the investment benefits of microfinance
The rise of AI will test pension funds’ sense of stewardship
The IPO of Elon Musk’s SpaceX broke several records, from the listing volume of $75bn to the $1.77trn valuation at listing. It also broke some rules, particularly those regarding inclusion in equity indices.
UK backs continuity as Torsten Bell keeps pensions role
Pensions industry welcomes Bell’s reappointment following Andy Burnham’s cabinet reshuffle, citing continuity as government shifts focus from reform to implementation
PRI creates real economy policy team
Gina Hanrahan, formerly a climate policy specialist at the PRI, will lead the team
People moves: LGPS Central picks head of fixed income
Plus: Mercer names international CIO; London Pensions Fund Authority adds to board
TCFD: Trustee ramps up reorientation campaign; FCA simplification proposal dissected
The UK government is being urged to replace TCFD reporting by pension schemes with transition planning, while an FCA reporting simplification proposal raises concerns
IPE Netherlands Briefing: The long pensions transition process
Dutch pension giant ABP earns green light from Dutch central bank DNB
Growing DC assets drive shift towards private markets in Germany
Rapid DC asset growth is encouraging German employers to increase allocations to growth assets and private markets
German pension funds drawn into scrutiny over withholding tax fraud investigations
BaFin survey and court proceedings keep pension funds in focus as Germany pursues withholding tax fraud claims
Dutch DC revolution rolls on as largest pension fund gets green light
ABP hails ‘milestone’ of DNB approval for its transition plan, while government commissioner warns countrywide process ‘cannot afford major failures’
TPT’s view on private credit: A buyer’s choice for private lending
Private credit markets are challenging in the current environment, but they are also evolving
LPPI’s role in the British economy: Investing for real-world outcomes
LPPI CIO, Richard Tomlinson, explains how the £55bn manager thinks about its role in supporting the British economy
Ilmarinen’s equity investment strategy: Handpicking the world’s best stocks
The biggest segment of Ilmarinen’s equity investment strategy is driven by sector-focused active stockpicking
M&G Investments' Joseph Pinto pinpoints partnerships and the insurance win-win
M&G Investments CEO Joseph Pinto tells Liam Kennedy how he is pivoting third-party business towards greater engagement with leading institutions and higher-margin products following a succession of senior leadership changes
Alecta’s Pablo Bernengo on restructuring quickly – but with care
It has been a long road back for Sweden’s wounded pension manager Alecta. Pablo Bernengo, its head of asset management and soon-to-be CEO, talks to Caroline Liinanki about intense work and tough times, and the company’s plans for its one remaining headache
IPE Magazine July/August 2026
Read the latest issue of IPE Magazine
Browse the digital edition and find highlights from this month's issue below
Digital edition of IPE magazine
July/August Highlights
Is there a powerful El Niño event on the way?
Warnings abound of the potential impact, particularly on crops, fish stocks and rainfall in many disparate parts of the world
UK aims to be a first mover in regulatory readiness and capital deployment to nuclear fusion
Nuclear fusion, the energy process that powers the stars, was just three decades away, I was told when I left university four decades ago with a doctorate in physics. Unfortunately, it remained three decades away for the next 30 years.
Investors prepare for future equity markets, IPOs, and challenging governance models
Investment strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets, writes Carlo Svaluto Moreolo
TPT’s view on private credit: A buyer’s choice for private lending
Private credit markets are challenging in the current environment, but they are also evolving
LPPI’s role in the British economy: Investing for real-world outcomes
LPPI CIO, Richard Tomlinson, explains how the £55bn manager thinks about its role in supporting the British economy
Private credit: Tapping into the emerging markets gap
Specialist private credit managers work to change perception around lending to emerging corporates
Underdogs no more: Investors see opportunities in European bank credit
Investors are eyeing selective, liquid opportunities in European bank credit as an alternative to private lending
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