- Strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets
Top stories
Dutch multi-sector scheme bucks trend by increasing US private equity exposures
PNO Media plans to boost US weighting in private equity portfolio and real estate
PGGM anchors €1.1bn Polish commercial real estate credit risk deal
PPGM entered into a credit risk sharing transaction with mBank
IPE UK Briefing: government and regulator publish roadmaps; NEST builds VC footprint
Key policy documents published, setting out next phase of pensions reform
In focus this week
Country Report
Pensions in Italy report 2026: Reforms regaining a central role
Reforms aim to boost membership in pension funds while opening up the savings and investment market
Aon to introduce whole-life multi-employer CDC section to its master trust
Until now, only TPT Retirement had confirmed plans to launch multi-employer CDC
People moves: Allianz and Günther Thallinger part company
Allianz, Anthos, Huisartsen, Pensjonskasseforeningen, Ocean Conservation Trust
Macro focus: are today’s global imbalances a problem?
While macroeconomic imbalances are to be expected in a large global economy, their excessive growth is a significant threat to global stability
Viewpoint: For European investors, public versus private markets is the wrong question
Kamal Bhatia, president and CEO of Principal Asset Management, argues that investors should instead care about how different exposures interact with each other
Why a credible SFDR framework needs more than category criteria
In his second regular column for IPE, Frédéric Ducoulombier of EDHEC Climate Institute argues that a credible categorisation-based SFDR system should require product manufacturers to substantiate how products deserve the category they claim
Exclusions: Time to move the clocks forward
Alexandra Danielsson at Canbury Insights and Carolyn Saunders at Dentons argue that with AI, asset owners can finally reopen exclusion policies that no longer stand up to scrutiny
People moves: Allianz and Günther Thallinger part company
Allianz, Anthos, Huisartsen, Pensjonskasseforeningen, Ocean Conservation Trust
ÄVWL appoints Lutz Horstick as new CIO
Horstick will also becomea member of the executive management team from 1 August
People moves: TPT Retirement Solutions picks business development manager
Plus: Aptia names actuary director; T Rowe Price names ETFs head
IPE UK Briefing: government and regulator publish roadmaps; NEST builds VC footprint
Key policy documents published, setting out next phase of pensions reform
Germany’s 122 Pensionskassen explore strategic options as pressure to consolidate mounts
Ideas under discussion include mergers, transfer of pension portfolios, shared platforms for administration and outsourcing administrative functions
AGM season 2026: how boards, ballots and regulators have reshaped shareholder rights
Shareholder rights have come under pressure as fewer US proposals reach ballots and European voting failures expose deeper systemic weaknesses
Swiss pension funds pivot to infrastructure
Concerns about private credit have sharpened the awareness of Swiss Pensionskassen about liquidity and governance issues in private markets
Asset owner August insights: collaboration and equity risk
Read what’s topped the agenda of the European pension fund community over the past month, from regulation, private market deals, headline hires and asset allocation.
Manor Pensionskasse’s hands-on hedge fund strategy
The €2bn pension fund for employees of Switzerland’s Manor Group has a track record of hedge fund investing of nearly three decades
TPT’s view on private credit: A buyer’s choice for private lending
Private credit markets are challenging in the current environment, but they are also evolving
LPPI’s role in the British economy: Investing for real-world outcomes
LPPI CIO, Richard Tomlinson, explains how the £55bn manager thinks about its role in supporting the British economy
Ilmarinen’s equity investment strategy: Handpicking the world’s best stocks
The biggest segment of Ilmarinen’s equity investment strategy is driven by sector-focused active stockpicking
M&G Investments' Joseph Pinto pinpoints partnerships and the insurance win-win
M&G Investments CEO Joseph Pinto tells Liam Kennedy how he is pivoting third-party business towards greater engagement with leading institutions and higher-margin products following a succession of senior leadership changes
IPE Magazine July/August 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
July/August Highlights
Is there a powerful El Niño event on the way?
Warnings abound of the potential impact, particularly on crops, fish stocks and rainfall in many disparate parts of the world
UK aims to be a first mover in regulatory readiness and capital deployment to nuclear fusion
Nuclear fusion, the energy process that powers the stars, was just three decades away, I was told when I left university four decades ago with a doctorate in physics. Unfortunately, it remained three decades away for the next 30 years.
Investors prepare for future equity markets, IPOs, and challenging governance models
Investment strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets, writes Carlo Svaluto Moreolo
Manor Pensionskasse’s hands-on hedge fund strategy
The €2bn pension fund for employees of Switzerland’s Manor Group has a track record of hedge fund investing of nearly three decades
TPT’s view on private credit: A buyer’s choice for private lending
Private credit markets are challenging in the current environment, but they are also evolving
Macro focus: are today’s global imbalances a problem?
While macroeconomic imbalances are to be expected in a large global economy, their excessive growth is a significant threat to global stability
Private credit: Tapping into the emerging markets gap
Specialist private credit managers work to change perception around lending to emerging corporates
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