Latest from IPE Magazine – Page 4
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Special ReportJake Barnett: “Now is a powerful time for faith-based investors to advocate for what leadership looks like”
Wespath’s Jake Barnett talks to Susanna Rust about his vision for asset owner leadership in sustainable investing
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Country ReportWho’s who in Nordic pensions
Pensions investment is big business in the Nordic region, with six of Europe’s 10 largest pension funds located in Norway, Denmark or Sweden. IPE profiles six figures whose decisions are critical for Nordic pension funds
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Special ReportFrom Wells Fargo to Symantec: SEB AM’s definition of active ownership
In a 2025 report on global asset managers by ShareAction, SEB Asset Management (SEB AM) was ranked eighth out of 76 across responsible investment themes.
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Special ReportPass-through voting gains traction
Pass-through voting has been on the rise as asset owners take up opportunities to have more control, but will it strengthen sustainable outcomes or could it weaken collective impact?
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Special ReportThe missing lever in pooled fund governance
There are arguably three levers in corporate governance available to active equity holders: they can exit, they can vote and they can sue.
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Special ReportCaroline Escott: “Investors, it’s time to treat public policy engagement as a core part of your stewardship strategy”
Investors are, rightly, vocal about the need for meaningful reform when it comes to system-wide issues such as climate resilience, labour rights, or cybersecurity. We recognise that these are not just company-specific risks, but systemic challenges that threaten long-term value creation across our portfolios.
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AnalysisChart watch: Trade policy uncertainty, US job growth, European inflation
Trade policy uncertainty remains elevated, and the US is showing signs of a slowdown. In Europe, inflation numbers are reassuring
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Opinion Pieces“The oil and gas majors are constrained by a legacy of their own success”
The oil and gas (O&G) majors seem perfectly positioned to lead the energy transition but why are they struggling to do so?
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FeaturesIPE Quest Expectations Indicator – November 2025: Exuberance re-visited
Global equity optimism rises despite political turmoil and supply-chain risks
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FeaturesPrivate credit makes its debut in ETF guise
Liquid and semi-liquid structures are broadening access to the $2trn private markets universe, particularly following the launch of ETFs containing private credit allocations
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Special ReportMichael Pedroni: “The path forward for an asset manager is to engage with authentic, consistent communication about what serves investors best”
Global asset managers are under more public pressure than ever, as policymakers in disparate regions demand that fund managers fulfil multiple and often conflicting roles.
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Opinion PiecesGovernments are considering imposing domestic mandates to force domestic investment
Over the past 30 years, pension funds have accumulated trillions in pension assets by investing in high-performing global portfolios. Key to their success has been the ability to invest free from government pressures.
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Opinion PiecesChannelling domestic investment bias in a smarter way
Governments have long orchestrated domestic institutional investor home bias, particularly by drawing investment boundaries to ensure large allocations to domestic assets.
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Opinion PiecesPension funds may see merits in owning few stocks, but concentrated equity strategies carry undue risk
When a small but influential group of pension funds, mostly located in the Netherlands, signals a clear shift away from broad equity diversification and towards more concentrated strategies, it does not go unnoticed.
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AnalysisEuropean pension funds pile into private markets
Institutional investors in Europe are boosting allocations to private credit, despite concerns about the quality of debt deals
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AnalysisMilei’s Argentina finally shows signs of stuttering economic life
The president’s decisive victory in Argentina’s mid-terms indicates a mandate from the electorate for him to continue with his macroeconomic reforms
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InterviewsPKG Pensionskasse: Investing with discipline and patience
Diego Liechti, the new CIO of PKG Pensionskasse, explains the Swiss pension fund’s investment strategy to Luigi Serenelli as it steps up its exposure to illiquid assets
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InterviewsClearstream Fund Services: “We are now the disruptor ourselves”
Clearstream Fund Services is poised to capitalise on the democratisation of private markets, as Philippe Seyll tells Joseph Mariathasan
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InterviewsDecision time: Denmark’s Sampension discusses its strategy for European assets
Jesper Nørgaard, deputy CIO at Sampension, discusses whether it is prudent to maintain a large exposure to the US or re-allocate to European equities
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FeaturesFrench turmoil sparks havoc in government bond markets
As France battles more upheaval, and with yields on 10-year French govvies spiking, institutional investors have adopted a wait-and-see attitude
