- The strategic case for private credit is changing, as LPs look at broader risks and GPs tie up with pension risk insurers to boost their origination engines
Top stories
Exxon and Meta votes highlight investor unease over shareholder rights erosion
Morningstar Sustainalytics says votes at the two US companies reveal growing sensitivity over governance structures and investor rights erosion
Dutch funds scoop up short-term swaps amid DC transition
Pension funds need fewer long-duration hedging and more shorter-duration swaps to hedge interest rate risk in the new pension system
People moves: Ex-PFA CEO Polack to chair APG supervisory board
Allan Polack succeeds Knut Kjær, whose second term ended earlier this year
In focus this week
News
Pension funds warn removal of BP chair signals wider governance failings
The oil giant faces renewed shareholder scrutiny after Albert Manifold’s dismissal exposed deeper concerns over governance, oversight and strategy
Sampension, KLP among Nordic pension funds warning EU off Arctic oil U-turn
Commission urged to double down on commitment “to protect the fragile ecosystems north of the Arctic Circle from new oil and gas infrastructure”
National pensions tracking experts see limited scope for integrated European service
Creating a pensions tracking service “not a development that can take place from one day to another”, says Dan Adolphson Björck of Sweden’s minPension
DB surplus extraction expected to fall short of industry expectations
Expectations of widespread surpluses across DB schermes may not reflect the realities of extraction, says the PPI
Pension investors cannot afford to ignore the resilience premium
Planetary change is repricing assets – trustees need better signals to identify the long-term premiums for climate resilience
European asset owners can pave way in fight against system-wide corruption
Raj Thamotheram says responsible investment has failed to tackle system-wide corruption that is now being enabled by the US administration
Dear CIOs – ESG is in our job description
Dan Mikulskis, CIO of People’s Partnership, sets out how a shift from persuasion to enablement is needed for CIOs to effectively lead the next phase of ESG
People moves: Ex-PFA CEO Polack to chair APG supervisory board
Allan Polack succeeds Knut Kjær, whose second term ended earlier this year
People moves: JP Morgan AM hires head of EMEA ETF capital markets
Plus: Germany’s occupational pension association appoints new board members; ZEDRA adds client director to team
Mortier to lead investments in Amundi leadership reshuffle
Dominique Carrel-Billiard departs as head of real assets and alternatives, as does institutional and ESG head Jean-Jacques Barbéris
IPE DACH Briefing: Swiss pension funds step up private markets allocations
Siemens Pensionskasse is moving into direct lending to broaden its investment universe, while Asga Pensionskasse is also expanding alternative investments
Pragmatism rules as ISSB pivots on nature
The international baseline for environmental reporting is evolving following International Sustainability Standards Board’s compromise on its nature timeline
IPE ESG Briefing: Climate index challenges and innovations
Plus: European Parliament outlines initial SFDR position; Investor groups split over future of Shareholder Rights Directive
What does the EU’s plan for new sustainability reporting standards mean for investors?
As the dust settles on the Commission’s proposal to update the ESRS, investor groups highlight key areas for optimism and concern
IPE Nordic Briefing: Alecta keeps ITP mandate despite FSA fine
Plus: Norway’s NBIM on the importance of AI technology and US tech stocks concentration
ABP CIO Herman Bril: I understand fossil fuel investors
The new CIO also talks about cutting its US Treasuries exposure and playing for ‘Team NL’
Compenswiss adapts investment strategy to changing outlook for Swiss social security
Frank Juliano, chief investment strategist at Compenswiss, talks about the fund’s new asset allocation choices, as the outlooks of the three social security funds managed by the organisation diverge
Pushing green boundaries in credit
Daniel Spencer, portfolio manager at Brunel Pension Partnership, explains how a lack of responsible investment tools spurred the UK pool to develop its own products and processes in areas like multi-asset credit
Listed equities: Beyond the Magnificent Seven, betting on the future of AI
America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?
Kate El-Hillow, Russell Investments: “You don’t want things in silos”
Kate El-Hillow, president and CIO of Russell Investments, tells Carlo Svaluto Moreolo about competing in fiduciary management, private markets and total portfolio allocation
IPE Magazine March/April 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
March/April Highlights
Soil carbon has emerged as a legitimate asset class
The announcement in January that Microsoft has made a commitment to purchase 2.85m soil carbon removal credits from Indigo Carbon PBC over a period of 12 years suggests that something fundamental has changed in the soil carbon credits market.
European private credit: From niche to mainstream
The strategic case for European private credit remains strong but is evolving
Emerging market equities: Outshining their advanced economy peers
Dollar weakness and AI capex spend combine as developing economies outperform despite tariff headwinds
Pushing green boundaries in credit
Daniel Spencer, portfolio manager at Brunel Pension Partnership, explains how a lack of responsible investment tools spurred the UK pool to develop its own products and processes in areas like multi-asset credit
Listed equities: Beyond the Magnificent Seven, betting on the future of AI
America’s tech giants not only dominate equity indices; they are breaking records for capital expenditure on AI. How are European pension funds approaching their allocation to the Mag 7?
Fixed income, rates, currencies: strong US data eases worries about Iran war impact
Despite the potentially dramatic economic consequences of the Iran war, markets continue on their upward trajectory, buoyed by strong US earnings
Macro focus: the international role of the US dollar
The US dollar remains the world’s reference currency, but its dominance is declining
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