- 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
UK pension investors flag concerns about transparency and governance at the oil and gas major BP
Nicolai Tangen says share ownership plans ‘not about corporate social responsibility’ but ‘making good long-term financial decisions’
Pension experts say Tellco intervention shows Swiss pension oversight works, despite governance concerns in multi-employer schemes
Tributes follow death of Mark Mobius, pioneering emerging markets investor who reshaped global institutional investing
Some are ditching all screens, some are introducing stronger restrictions
Plus: AP3 picks new head of equities; Sweden’s AMF elects chair
Morten Nilsson of Brightwell Pensions on avoiding the onerous requirements that could further shrink the pool of lay trustees
The retailisation of private credit has broad implications for the functioning of this growing market
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
Plus: AP3 picks new head of equities; Sweden’s AMF elects chair
In the future, salaries of the pension asset manager’s executive board will be more in line with those of its main client and owner, civil service scheme ABP
Norges Bank Investment Management, Smart Pensions, Santander Alternative Investments, Generali Asset Management, H.I.G.
Some are ditching all screens, some are introducing stronger restrictions
Plus: research from OxProx shows that ‘asset owners show materially greater support for ESG and shareholder-initiated proposals’
DWS expects fierce competition and warns against state role following Germany’s third pillar pension reform rollout
German Pensionskassen increasingly pool assets and consolidate as costs, regulation and structural pressures intensify
More investors may be seeing the importance of scrutinising corporate lobbying, but they now have to face European companies reining in sustainability ambitions
The new CIO also talks about cutting its US Treasuries exposure and playing for ‘Team NL’
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
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
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, president and CIO of Russell Investments, tells Carlo Svaluto Moreolo about competing in fiduciary management, private markets and total portfolio allocation
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Digital edition of IPE magazine
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.
The strategic case for European private credit remains strong but is evolving
Dollar weakness and AI capex spend combine as developing economies outperform despite tariff headwinds
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
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?
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
Volatility has taken hold of the US Treasury market, but inflation forecasts are not moving upwards so far