United States
Latest news and analysis of pensions, asset management, regulation and trends in the United States from IPE’s award-winning journalists.
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NewsNBIM warns ESMA against negotiated transactions wording in MiFIR
‘Regulation should not disadvantage European firms facing international competition,’ says Norwegian SWF manager
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FeaturesFixed 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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FeaturesIPE 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.
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AnalysisTrump’s dream sovereign wealth fund could draw co-investors, if it avoids the pitfalls
Norway’s investment strategy could be ‘far too modest’ for the proposed new US sovereign fund
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Opinion PiecesUS 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
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FeaturesCross-border investment barriers: issues for institutional investors
Protectionist trade policies are back in vogue, fuelled by the rise of China’s economy and, more recently, by the escalation of geopolitical tensions.
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InterviewsEuropean 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
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FeaturesFixed income, rates, currencies: Uncertainty reigns as Trump 2.0 takes office
Now that Donald Trump has been installed as US president, there should be more clarity around some of the timings of his probable new policies.
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AnalysisInvestors cautiously optimistic as US exits from Paris Agreement
Despite Trump’s decision, there are still attractive opportunities for those willing to invest with a long-term view, industry claims
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NewsNorway’s SWF rekindles Trump-backed end to quarterly reporting
NBIM says mandatory quarterly reporting by businesses can lead to short-term decision-making, hindering sustainable growth and innovation
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NewsPFA warns of higher economic risks around China
Danish pensions giant says Trump’s election, and resulting asset manager exodus from climate cooperations, is clear signal that world is changing fast
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NewsAP7 indicates BlackRock’s NZAM exit could affect future mandates
Sweden’s biggest state pension fund to meet world’s largest asset manager ‘to better understand’ decisions after BlackRock fled net zero alliance
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Opinion PiecesCould DB pension plans make a comeback in the US?
This year will see developments in the US DC market, but the renaissance of DB plans is set to continue
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FeaturesFixed income, rates, currencies: Trump 2.0 sends global markets out of sync
Trump’s re-election prompted a rally in US assets, but elsewhere in global markets investors did not react positively
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FeaturesIPE Quest Expectations Indicator - January 2025: hard to pick short-term winners
IPE’s latest manager expectations survey finds high net sentiment across most main asset classes as allocators weigh the Trump trade
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NewsNorway SWF urges CII to go further combatting ‘stealth dual-class structures’
NBIM gives views to Council of Institutional Investors on proposed policy changes on unequal voting structures
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NewsIPE Conference: Tough tasks ahead for European leaders, conference hears from geopolitics experts
Europe not doomed by the US political shift, says former Swedish prime minister Fredrik Reinfeldt
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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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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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Opinion PiecesFuture of ESG investing in doubt following decisive Trump victory
In the past two years, an anti-ESG backlash has grown strong roots on the American right.
