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Arkwright warns of AP7’s concentration risk and limited tools to stem downturns
Officially-commissioned report on AP funds criticises AP2 for lacking return target and calls for more resources for buffer funds’ illiquid investment teams
BT Pension Scheme completes two longevity swaps totalling £10bn
The arrangements cover BTPS pensioner liabilities of £5bn with Swiss Re and increase existing cover with RGA by £5bn
TELA defends pension fund principles amid calls for home-turf investment
Risto Murto-chaired report on spurring growth in Finland gets country talking about investing in domestic businesses
Pension providers expect delay to Dutch pension transition
Two thirds of pension providers believe the deadline for pension funds to move to a new defined-contribution arrangement will be delayed by at least one year to 2029
Leading German pension fund brands infrastructure rule changes ‘useless’ without stress test
Rule changes also allow five percentage points extra headroom for equity, private equity and riskier debt
US equity value funds must remove more holdings to meet ESG standards
New analysis finds that, on average, value funds face greater challenges in aligning with ESG criteria than growth funds
IPE DACH Briefing: Germany’s historic deal on €500bn fund
Plus: German Association of Actuaries (DAV) warns industry not to lose sight of pension reform; Switzerland’s custodian mandates
NBIM’s foray into hedge funds fails to impress Norwegian critics
Hedge fund strategies could divert management’s attention from SWF’s core financial operations, warns Oslo professor
UK DB funds rethink endgame amid surplus extraction plans
One in five DB pension funds say their investment adviser or consultant suggests they change their approach to endgame
Anglo American insures three pension funds with L&G
The combined £785m buy-in transactions secure benefits of over 5,100 retirees and 2,500 deferred members
Institutional investors launch search for biodiversity fund manager
The fund will focus on private equity segments such as venture capital, growth capital, and buyout capital
People moves: Former Credit Suisse pension fund CIO joins Record
Plus: Nikko AM names CIO and global head of investment; Towers Watson names chief investment strategist
Nicolai Tangen wins five more years as head of Norway’s SWF
Norges Bank governor praises former hedge fund manager for ‘strong ability to deliver and achieve solid results’
People moves: South Yorkshire Pensions Authority director to retire
Plus: LGPS Central adds to board of directors; Artemis picks new CEO
Letter from Australia: why retail super funds are in demand
A three-way battle is currently raging for control of Insignia Financial, the third-largest retail super fund in Australia’s A$4.1trn (€2.5trn) superannuation sector
Everything, everywhere, all at once: the macro trends shaping today’s world
Through the lens of technology, investors can understand geopolitics, demographics, migration, and the potentially existential impacts of climate change
US pension funds tread carefully on DEI
The new Trump administration will likely see the end of investment strategies and programmes inspired by Diversity, Equity & Inclusion (DEI) criteria
NBIM’s foray into hedge funds fails to impress Norwegian critics
Hedge fund strategies could divert management’s attention from SWF’s core financial operations, warns Oslo professor
Sweden: What you need to know about the changes to the AP funds
Sweden’s SEK2trn buffer funds system is set for major change as the number of funds shrinks to three
IPE Nordic Briefing: Velliv’s revamp with new CIO and strategy
Plus: Danish government announces an extra €7bn for defence; Alecta’s extensive improvement programme
Alecta CEO: ‘It’s taken a lot of blood, sweat and tears, but we are on the right track’
Peder Hasslev’s has made a variety of investment strategy changes, including increasing the holdings in its equity portfolio
Alecta CEO: ‘It’s taken a lot of blood, sweat and tears, but we are on the right track’
Peder Hasslev’s has made a variety of investment strategy changes, including increasing the holdings in its equity portfolio
Denmark’s PFA moves equities closer to benchmark but stays active
Danish commercial pensions heavyweight puts more equity risk into customer profiles, continuing Danish journey to market-rate pension saving
Interview: M&G Investments’s big bet on private markets
CEO Joseph Pinto wants to grow largest private markets business in Europe
ECP Asset Management: An Australian approach to concentrated equity portfolios
The 2020s will likely be remembered as a period of high stock market concentration, similar to the decade of ‘nifty fifty’ stocks, which propelled the US market in the years before the 1973 crash.
IPE Magazine January/February 2025
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
The business case for nature: why companies need to act
As an ex-physicist, I feel confident in proclaiming that economics is not a science but, rather, the study of human behaviour on a mass scale. Why does that matter?
Concern as UK steams ahead with local pension reforms
Consultation responses highlight what could be an over-ambitious timetable to reform Britain’s giant Local Government Pension Scheme
Central & Eastern Europe pension plans still not integral to employment benefits
CEE has no tradition of employer pension responsibility Most countries lack collectively bargained agreements New systems are being rolled out but many are still in the adoption phase
Europe’s investment challenge: can pension funds play a role?
The Draghi report has stirred debate in Europe about how best to boost the bloc’s competitiveness. In the first of a series of articles on the topic, two Dutch economists call for a bigger role for pension funds.
European pension funds on investing in their home market: a delicate balance
Pension funds in Europe have been reducing their allocation to European assets, especially listed ones. While valuations may be attractive, there is little else to convince them to raise their investments in their home market
IPE Quest Expectations Indicator - March 2025
Political risk has risen to boiling point. Donald Trump’s talks with Russia to end the war in Ukraine, without as much as a Ukrainian presence, left the US without allies or credibility, especially in Europe.
Fixed income, rates, currencies: Trump’s tariff announcements weigh on sentiment
As tariff announcements garner huge amounts of media attention, financial market reactions have been muted. Participants are trying to beat off tariff fatigue and assess the best path through all the smoke and mirrors.
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