- Will Germany's extraordinary spending plan bring benefits for investors?
Top stories
UBS dominance leaves Swiss pension funds with fewer custody, asset options
High fixed costs are the biggest barrier to new banks entering the market to offer global custody and passive asset management services
Deloitte UK pension fund completes £700m transaction with Standard Life
The transaction will be followed by an accelerated move to full buyout by April 2026
Mubadala ruling offers roadmap as lawyers target BVK’s US property losses
Lawyers cite Mubadala precedent as they seek damages and deeper scrutiny over BVK’s troubled US property investments
Full dollar hedge, US equities underweight shines ATP’s 2025 return
Danish statutory pension scheme admits being unable to maintain purchasing power of pensions
Germany’s BVV sacks CIO after five months
Reports suggest disagreements emerged within the management board over BVV’s investment strategy, which Axel-Rainer Hoffmann reportedly considered too risk-averse
Pension Protection Fund uplift sparks superfund wind-up concerns
Members of the upper parliament warn that superfunds could be forced to wind up before reaching maturity
The UK’s ‘deep tech’ sector: a paradox for policymakers and institutional investors
Attending the launch of a report by the UK’s Royal Academy of Engineering (RAE), the ‘State of UK Deep Tech 2025’, on a late November afternoon, it became clear to me that the UK’s deep technology sector presents a paradox that ought to concern policymakers and institutional investors alike.
Thoughtful engagement with AI is no longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparity
Sustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
Germany’s BVV sacks CIO after five months
Reports suggest disagreements emerged within the management board over BVV’s investment strategy, which Axel-Rainer Hoffmann reportedly considered too risk-averse
People moves: LGPS Central adds to executive team with duo
Plus: IGG appoints trustee director; NBIM’s chief risk officer steps down
Swiss Federal Social Insurance Office reshuffle deepens after AHV miscalculation
Leadership changes continue at Switzerland’s social security office as AHV forecasting errors prompt reform and renewed pension scrutiny
Dutch lawmakers under pressure to allow shareholder ‘say-on-sustainability’
Upcoming debate on CSRD transposition will reveal whether politicians follow in footsteps of Spain, Estonia and Switzerland
IPE UK Briefing: Pensions Bill progress and regulatory moves
Plus Value for Money and LGPS consolidation
AI makes inroads into proxy voting
In the US, JP Morgan Asset Management dumped proxy advisers in favour of an AI tool for domestic voting
Culture is now too important to leave informal
The institutional investment market needs to consistently evidence its beliefs about culture, argues Bev Shah, co-CEO at City Hive
IPE Netherlands Briefing: Another 24 funds convert to defined contribution
Plus: Pension funds divest from US assets; PME withdraws €5bn mandate from BlackRock
Lazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
Iceland’s LV pension fund pulls off major strategy overhaul
CIO Arne Vagn Olsen explains to Rachel Fixsen how Iceland’s second-largest pension fund has fundamentally changed how it operates
Lyes Arezki outlines UMR's theme-based approach to portfolio construction: ageing and wellness
Lyes Arezki, investment manager for private markets at France’s UMR, sets out the pension provider’s approach to portfolio construction and private markets
Small but perfectly formed: Italy’s €1.6bn Fondo Pensione Pegaso
The pension fund for Italian utility workers taps into private market expertise to broaden its investment horizons and boost returns
Scenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
IPE Magazine January/February 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
January/February Highlights
European equities: IPO market set for rebound amid policy uncertainty
A renaissance in European stockmarket flotations needs to be backed by more supportive policies
Sustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
Fiduciary assets plateau as UK market matures
UK pension schemes are de-risking through insurance in growing numbers, while many are choosing run-on strategies – and fiduciary managers must adapt
Lyes Arezki outlines UMR's theme-based approach to portfolio construction: ageing and wellness
Lyes Arezki, investment manager for private markets at France’s UMR, sets out the pension provider’s approach to portfolio construction and private markets
Scenarios at the ready: How APG’s chief economist views political risk
Thijs Knaap, APG Asset Management’s chief economist, discusses political risk and how it could affect institutional portfolios
Fixed income report 2026 - Germany’s spending spree: safe bet or bumpy ride for Bund investors?
The German government’s landmark decision to increase public spending beyond its traditionally strict limits meant that Bunds had a volatile ride last year. This scenario has already become a familiar one for investors, as shown by the 2.5 basis points (bps) jump in the 10-year bond yield that kickstarted 2026.
Amundi and CREATE-Research 2025 survey highlights the rise of dynamic asset allocation
This insight, which allows new information to guide one’s opinions and plans, has been taken on board by pension plans, as their strategic asset allocation has become ever more exposed to the economic rollercoasters that have whipsawed their portfolios recently.
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