- Strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets
Top stories
Superfunds offer a productive finance alternative to insurance buyout, says TPT
TPT says it has enough capital to complete around £1.5bn of superfund transactions in the first three years
Enpam commits €220m to Italian venture capital and small-cap investment
Italian pension fund for doctors backs venture capital, listed SMEs and real estate while taking advantage of domestic tax incentives
Germany picks DWS-led consortium for €6bn corporate bond mandate
German public pension reserves will invest up to €6bn in a DWS-managed Paris-aligned European corporate bond fund
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
Smiths Group completes £760m buy-in with M&G
The buy-in marks the fifth and final transaction for the pension fund’s de-risking journey
EU delays SFDR vote, proposes carbon price overhaul
Proposal for Emissions Trading System includes plans to extend regime to waste incineration, strengthen its sector coverage, and make it easier to use carbon removals
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
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.
Today’s pension debates have a nineties vibe
Pension policy was a hot political topic in Sweden in the 1990s – a debate that heralded a landmark policy to invest a small portion of workers’ contributions in capital markets. Some 30 years later, the same ideas are capturing the imaginations of European policymakers and think tanks.
People moves: bfinance picks DACH director
Plus: Industriens Pension adds to pension board; NEST reappoints chair
IPE Nordic Briefing: ATP expert review backs strategy but flags reputational risks
Plus: Alecta appoints CEO; Iceland merger talks lead Nordic pensions news
People moves: Alecta appoints chief legal officer
Plus: Aptia hires Ian Burns as head of investment consulting; Tumelo picks head of stewardship solutions
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’
IPE DACH Briefing: Germany’s pension overhaul marks shift towards funded retirement
In the second pillar, industry experts are urging social partners to discuss ways to expand defined contribution pensions, including through auto-enrolment
ESG Briefing: PGGM warns against weakening EU Emissions Trading System
Plus: Chair of Trustee Sustainability Working Group ramps up campaign to replace pension fund TCFD and implementation reports with transition plans
Swiss pension funds reassess equity allocations as concentration risks mount
Consultants see Swiss pension funds refining equity allocations as concentration risks climb and rates remain low
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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