- Will Germany's extraordinary spending plan bring benefits for investors?
Top stories
AP7 to pilot test wider insourcing of SEK1.36trn passive portfolio
Geopolitical situation is one of the reasons behind Swedish pensions giant’s move to bring lion’s share of equities in house
Aon Germany sets up advisory board to streamline operations
The new board will focus on client acquisition, building executive partnerships, talent strategy, strategic growth initiatives, and M&A
Swedish lobby troubled by commission’s misunderstanding of pensions
Insurance Sweden’s Erlandsson warns raising pensions capital tax creates uncertainty and interferes with complex interplay in pension system
Faith-based initiative to link peacebuilding with critical mineral supply chains
The coalition, led by the Church of England Pensions Board, is to use peacebuilding to tackle material risk management for global supply chains worldwide
German Spezialfonds custody market tightens as top banks deepen dominance
BNP Paribas, HSBC and JP Morgan together hold €1.19trn in Spezialfonds custody mandates, equating to just over 56% of the market, according to Kommalpha
IPE DACH Briefing: Legal disputes intensify for German professional pension funds
Germany’s VZB and BVK are preparing legal cases to claim investment losses
The UK’s ‘deep tech’ sector: a paradox for policymakers and institutional investors
Deep tech now represents 31% of all UK venture funding – a threefold increase from a decade ago
Thoughtful engagement with AI is no longer an option for asset managers and pension funds
The arrival of AI into the investment process has the potential to vastly amplify existing research-related information disparity
Sustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
People moves: Former Tesco Pension chief joins London CIV
Plus: Industriens Pension has appointed a new legal director; APG has added to its executive board
PBU’s new CIO vows to stick with investment strategy
Danish pension fund’s alternatives chief Johannes Bill Ladegaard takes over role previously held by Carsten Warren Petersen
AP2 sees half the AP6 transition portfolio turning into cash in two years
Ahead of expansion, AP2 returns just 4.6% in 2025, citing currency effects
Faith-based initiative to link peacebuilding with critical mineral supply chains
The coalition, led by the Church of England Pensions Board, is to use peacebuilding to tackle material risk management for global supply chains worldwide
IPE DACH Briefing: Legal disputes intensify for German professional pension funds
Germany’s VZB and BVK are preparing legal cases to claim investment losses
IPE Nordic Briefing: Iceland sees pension fund merger activity
The country’s second-biggest pension fund, the Pension Fund of Commerce, LV, had entered talks with Birta, the number four pension fund, over a potential merger
Dutch pension funds defy hedge crunch fears in first DC transition wave
Interest rate hedge unwind passes smoothly as first wave of DC conversions avoids market disruption
IPE ESG Briefing: What kind of rethink does stewardship need?
A report by the Investment Association set out realistic expectations about what stewardship can achieve
‘Pension funds are economically interesting creatures with deep social relevance’
The outgoing CEO of Finnish pension fund lobby group TELA speaks to Rachel Fixsen about intellectual challenges, taking difficult advocacy positions and her future plans
Insourcing versus outsourcing: a deceptively simple question
Leading executives at the UK’s NEST Invest, France’s ERAFP and Germany’s Bosch Pensionsfonds spoke to Joseph Mariathasan about operational and asset allocation challenges
CaixaBank’s Blanch: time to move from rhetoric to action
As chair of Pensions Caixa 30, Yolanda Blanch is committed to forging ahead with what she describes as “systematic leadership”
Lazard Asset Management 's Jeremy Taylor: “The shape of the market has completely changed”
Lazard Asset Management makes a strong case for fundamental research and active management, Europe co-CEO Jeremy Taylor tells Carlo Svaluto Moreolo
Iceland’s LV pension fund pulls off major strategy overhaul
CIO Arne Vagn Olsen explains to Rachel Fixsen how Iceland’s second-largest pension fund has fundamentally changed how it operates
IPE Magazine January/February 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
January/February Highlights
European equities: IPO market set for rebound amid policy uncertainty
A renaissance in European stockmarket flotations needs to be backed by more supportive policies
Sustainable capitalism should ditch Milton Friedman’s flawed approach
Nobel Prize-winning economist Milton Friedman’s influence on corporate behaviour and investment philosophy continues to resonate decades after his famous 1970 New York Times article declaring that the sole social responsibility of business is to increase profits.
Fiduciary assets plateau as UK market matures
UK pension schemes are de-risking through insurance in growing numbers, while many are choosing run-on strategies – and fiduciary managers must adapt
Insourcing versus outsourcing: a deceptively simple question
Leading executives at the UK’s NEST Invest, France’s ERAFP and Germany’s Bosch Pensionsfonds spoke to Joseph Mariathasan about operational and asset allocation challenges
CaixaBank’s Blanch: time to move from rhetoric to action
As chair of Pensions Caixa 30, Yolanda Blanch is committed to forging ahead with what she describes as “systematic leadership”
Corporate reform underpins Japan’s record equity run
Japanese equities surged to record highs last year, amid confidence that government policy and the new regulatory framework will continue to support investment
Fixed income report 2026 - Germany’s spending spree: safe bet or bumpy ride for Bund investors?
The German government’s landmark decision to increase public spending beyond its traditionally strict limits meant that Bunds had a volatile ride last year. This scenario has already become a familiar one for investors, as shown by the 2.5 basis points (bps) jump in the 10-year bond yield that kickstarted 2026.
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