- The strategic case for private credit is changing, as LPs look at broader risks and GPs tie up with pension risk insurers to boost their origination engines
Top stories
Investor groups split over future of Shareholder Rights Directive
Debate intensifies over EU shareholder rules, with conflicting views on stewardship, proxy advisers and disclosure
UK SDR label imbalance could curb pension scheme use, FCA acknowledges
The UK regulator says it is committed to working with the industry to understand why more fixed income managers or funds are not seeking a label
Swiss pension funds rebalance gold, aggregate bond exposure
Gold is losing its defensive edge as volatility rises, prompting portfolio rebalancing across Swiss pension schemes
People moves: Lothian Pension Fund names financial chief
Plus: L&G appoints CIO for institutional retirement business; SEI adds duo to its master trust board of directors
NBIM tells Brussels Europe’s shareholder voting chain is not working
Norway’s SWF manager laments ‘fragmented system that undermines effective shareholder voting’ and makes it harder to support companies
Valuations increasingly become ‘strategic tool’ in UK endgame planning
Analysis from the UK’s pensions regulator shows aggregate funding reached 124% as at 31 December 2025
SFDR and how green funds ignored Russian red flags
Sergei Cristo shines a light on how SFDR Articles 8 and 9 funds backed Putin’s Russia before the invasion of Ukraine and subsequent sanctions
A system that works: Turning Europe’s savings into investment
EU securitisation and MISP reforms will decide whether Europe can channel savings into productive investment
Efforts to raise trustee standards must preserve what works
Morten Nilsson of Brightwell Pensions on avoiding the onerous requirements that could further shrink the pool of lay trustees
People moves: Lothian Pension Fund names financial chief
Plus: L&G appoints CIO for institutional retirement business; SEI adds duo to its master trust board of directors
People moves: Former London CIV head joins JPES
Rob Treich, former head of public markets at the investment pool London CIV, has joined JPES as a consultant
People moves: UK’s Northern investment pool picks chair, CEO
At Northern LGPS, Elizabeth Renshaw-Ames was named chair, while Paras Anand was appointed as chief executive officer
Swiss pension funds review currency hedging, avoid tactical shifts
Dollar exposure and gold allocations prompt review of FX hedging, but long-term strategies remain unchanged
IPE Netherlands Briefing: Dutch pension fund returns disappoint
Dutch pension funds delivered an average return of -2.9% in 2025 as positive equity returns failed to compensate for losses made on bond portfolios
Nearly half of European assets now run by US managers
‘Europe is quietly losing control over how its capital is allocated’, warn observers
IPE DACH Briefing: Germany’s third-pillar shake-up draws new entrants to pension market
Plus: German Pensionskassen are looking to pool assets to access specialised investment strategies
A return to arms: how asset owners are reevaluating their defence exclusions
Some are ditching all screens, some are introducing stronger restrictions
ABP CIO Herman Bril: I understand fossil fuel investors
The new CIO also talks about cutting its US Treasuries exposure and playing for ‘Team NL’
Compenswiss adapts investment strategy to changing outlook for Swiss social security
Frank Juliano, chief investment strategist at Compenswiss, talks about the fund’s new asset allocation choices, as the outlooks of the three social security funds managed by the organisation diverge
Pushing green boundaries in credit
Daniel Spencer, portfolio manager at Brunel Pension Partnership, explains how a lack of responsible investment tools spurred the UK pool to develop its own products and processes in areas like multi-asset credit
Listed equities: Beyond the Magnificent Seven, betting on the future of AI
America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?
Kate El-Hillow, Russell Investments: “You don’t want things in silos”
Kate El-Hillow, president and CIO of Russell Investments, tells Carlo Svaluto Moreolo about competing in fiduciary management, private markets and total portfolio allocation
IPE Magazine March/April 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
March/April Highlights
Soil carbon has emerged as a legitimate asset class
The announcement in January that Microsoft has made a commitment to purchase 2.85m soil carbon removal credits from Indigo Carbon PBC over a period of 12 years suggests that something fundamental has changed in the soil carbon credits market.
European private credit: From niche to mainstream
The strategic case for European private credit remains strong but is evolving
Emerging market equities: Outshining their advanced economy peers
Dollar weakness and AI capex spend combine as developing economies outperform despite tariff headwinds
Pushing green boundaries in credit
Daniel Spencer, portfolio manager at Brunel Pension Partnership, explains how a lack of responsible investment tools spurred the UK pool to develop its own products and processes in areas like multi-asset credit
Listed equities: Beyond the Magnificent Seven, betting on the future of AI
America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?
Asia’s corporate bond markets holds firm as risks build up
Recent geopolitical headwinds have rattled Western bond markets, while Asia’s credit markets have remained stable - at least for now
Asian sovereign bonds gain appeal as investors seek diversification
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
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