- Will Germany's extraordinary spending plan bring benefits for investors?
Top stories
Swedish pensions sector warns against higher tax on pension capital
Increased tax on returns risks cutting scope for investments, lowering future pensions and pressuring public pension system, says lobby
Domestic equities gain as Swiss pension fund scales back US allocations
CPV/CAP Pensionskasse, the CHF13bn pension fund for Swiss retail and wholesale company Coop-Gruppe, is shifting its focus to domestic equities
NEST launches member assembly to steer sustainability decisions
PFZW says it is also considering a more democratic approach to sustainability decisions
Private markets underpin Italian pension funds’ resilient returns
Italian pension funds’ private equity and debt investments delivered steady returns despite global market turbulence
KLM and Vistry pension funds secure member benefits with buy-in deals
KLM and Vistry have secured their member benefits with Rothesay and PIC, respectively
Corporate reform underpins Japan’s record equity run
Japanese equities surged to record highs last year, amid confidence that government policy and the new regulatory framework will continue to support investment
The UK’s ‘deep tech’ sector: a paradox for policymakers and institutional investors
Deep tech now represents 31% of all UK venture funding – a threefold increase from a decade ago
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
Private markets underpin Italian pension funds’ resilient returns
Italian pension funds’ private equity and debt investments delivered steady returns despite global market turbulence
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
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
Corporate reform underpins Japan’s record equity run
Japanese equities surged to record highs last year, amid confidence that government policy and the new regulatory framework will continue to support investment
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.
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