- 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
Asga Pensionskasse shifts towards alternatives to capture new opportunities
Swiss pension fund increases alternatives exposure, cuts bonds, targeting diversification and improved long-term returns
Danish supervisor calls out Velliv over SFDR disclosures
Finanstilsynet claims Velliv didn’t disclose likely impacts of sustainability-related risks on returns of financial products that it had designated as ‘Article 8’
Elo doubles pace of Finnish unlisted growth bets with €100m push in H1
Finnish pensions insurer posts narrowly positive Q1 return as bonds, property gains offset equities losses
UK pensions dashboard programme calls for data quality ahead of deadline
Pension funds are urged to fix data issues as pensions dashboard connection October 2026 deadline approaches
Former UK pensions minister claims VFM framework is ‘utterly unworkable’
Guy Opperman criticises UK’s proposed Value for Money framework as unworkable, as Pension Schemes Bill nears approval
CIOs must step up responsible investment efforts, say major asset owners
Members of the asset-owner project on the future of responsible investment include Allianz, Universities Superannuation Scheme and Denmark’s PKA
Efforts to raise trustee standards must preserve what works
Morten Nilsson of Brightwell Pensions on avoiding the onerous requirements that could further shrink the pool of lay trustees
Private credit’s façade of liquidity is beginning to fracture
The retailisation of private credit has broad implications for the functioning of this growing market
Europe’s strategic recalibration: the case for diversification
The US shift towards mercantilism warrants a serious reconsideration of asset allocation decisions by European institutional investors
Emma Douglas named chair of UK Pensions Regulator
Her five-year term begins on 1 July 2026, when current interim chair Kirstin Baker steps down
LD Pensions switches to Federated Hermes EOS for engagement
Danish pensions manager also tightens up exclusion process, and improves systematic follow-up of milestones and dialogue progress
Net Zero Asset Owner Alliance names co-chairs from CDC, UN pension fund
Josselin Kalifa from Caisse des Dépôts Asset and Toru Shindo from the United Nations Joint Staff Pension Fund had been elected as co-chairs of NZAOA
Nearly half of European assets now run by US managers
‘Europe is quietly losing control over how its capital is allocated’, warn observers
IPE DACH Briefing: Germany’s third-pillar shake-up draws new entrants to pension market
Plus: German Pensionskassen are looking to pool assets to access specialised investment strategies
A return to arms: how asset owners are reevaluating their defence exclusions
Some are ditching all screens, some are introducing stronger restrictions
IPE ESG Briefing: BP fast becomes proxy voting season’s key flashpoint
Plus: research from OxProx shows that ‘asset owners show materially greater support for ESG and shareholder-initiated proposals’
Germany’s pension reform to intensify competition and reshape market dynamics
DWS expects fierce competition and warns against state role following Germany’s third pillar pension reform rollout
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?
Asian sovereign bonds gain appeal as investors seek diversification
Sovereign issuers from Asian developed and emerging economies are attracting capital flows from global investors
Charts watch: supply chain pressures, US Treasury market, EU unemployment
Volatility has taken hold of the US Treasury market, but inflation forecasts are not moving upwards so far
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