Latest from IPE Magazine
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Country ReportNordic Region pensions funds report 2024: Finland's funds face call for greater defence investment
Allocating capital to preparedness could boost European competitiveness
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Special ReportProspects for 2025: Pension investors identify risk scenarios
High equity valuations and a possible return of inflation, caused by geopolitical tensions and US policy, have European pension funds worried
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Special ReportClass actions & investor litigation: Getting the priorities right in pursuit of better corporate behaviour
Greater investor activism and a wave of recent financial scandals has encouraged many European pension funds to become more active.
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Asset Class ReportsEquities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer
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Country ReportDanish pension funds split over venture capital opportunities
PensionDanmark is backing early-stage venture capital investments but its peers are shying away from VC
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Asset Class ReportsInvestors eye return to European small cap equities
Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies
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Special ReportPassive investors: price/market reliance and the due diligence question
Towards the end of October 2024, the High Court in London struck out claims for £335m (€402m) being sought from Barclays for misdemeanours dating back over ten years.
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Country ReportHelen Kobæk: is it time for a career break?
Former PenSam CEO Helen Kobæk calls for a shake up of the Danish pension system
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Special ReportLead plaintiff: Control, influence and accountability
Institutional investors are not known, historically, for being active investors, preferring instead to allow their long-term investment horizons to ride out any short-term blips.
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Country ReportDenmark: ATP boss stands by investment strategy in face of critics
Labour market fund CEO Martin Præstegaard: ‘Stick to current investment strategy but be open to change’
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Special Report
Merseyside Pension Fund: Looking after one’s own benefits the wider economy
The £10bn (€12bn) Merseyside Pension Fund has long been recognised as an active asset owner that takes its responsibilities as a shareholder seriously.
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Country ReportSweden: Mixed opinions on AP funds merger
The main AP funds have expressed their opinions, with reservations, about the proposals to merge them from five entities to three
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Special ReportInvestor litigation outside the US on the rise
Class-action lawsuits have been a staple of the litigation landscape in the US for decades, but this trend is now spreading, with investor litigation on the rise across the UK and Europe
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Country ReportSweden's buffer fund AP4 considers doubling allocation to defensive equities
An overhaul of buffer fund’s dynamic normal portfolio is already under way in a bid to adapt to greater global uncertainty
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Special ReportUK group litigation funding: Devil in the detail
Third-party litigation funding (TPLF) has become a key ‘must-have’ for opt-in group litigation in Europe, but in July 2023 the UK Supreme Court made a ruling that potentially threw a spanner in the works for such funding used in UK lawsuits.
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Country ReportInterview: Tina Rönnholm, Erik Fransson, Fondtorgsnämnden (FTN)
FTN urges fund management companies to dedicate time and resources to its RFPs
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Special ReportSecurities litigation: the view from our institutional clients
Over the last year we have continued to see a steady stream of new group investor actions brought across Europe, arising from serious alleged governance failures.
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Special ReportWeighing the costs and benefits of making a claim
ABN-Amro, Airbus, ING, Petrobras and Stellantis are among the major corporations defending class action lawsuits in the Dutch courts. They are likely to be joined by Philips within the next 12 months.
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Opinion PiecesPreparedness: a new asset class?
Wars are famously costly. Most people would agree that preventing them is infinitely preferable to paying for them.
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Opinion PiecesThe private credit market needs careful monitoring
European institutional investors seem to be in a bind. Equities performed well this year, but market concentration remains at record levels and many investors expect a correction. Returns from bonds have been mostly positive, but that could change if inflation flares up again. The real estate market may be starting to recover, but it is early days, and the recovery may not be linear.
