- Strategists and portfolio managers weigh the options for equity investors as tech-driven growth and momentum dominate markets
Top stories
Nature finance frameworks bring clarity; but struggle to unlock institutional allocations
Nature finance frameworks and guidance, from the IIGCC, ISSB and TNFD, are improving disclosure and risk management, but institutional investors still face shortages of scalable, investable opportunities.
Dutch pension fund Mediahuis NL sticks with active management despite rising cost
“We are convinced it yields better long-term returns,” Mhpf said
‘Considerable’ progress on consolidation in Ireland expected this year
As at 1 July 2026, 93% of occupational scheme assets were held in master trusts or single employer schemes which intend to continue as standalone schemes
In focus this week
Asset Class Reports
Underdogs no more: Investors see opportunities in European bank credit
Investors are eyeing selective, liquid opportunities in European bank credit as an alternative to private lending
European pension funds bolster ESG in private markets portfolios
Asset owners across Europe are focusing more on private equity, seeking climate solutions and greater sustainability
Swedish FTN challenge delays €18bn equities award to global asset managers
FTN says Indecap Fonder’s call for an EU ruling may prolong proceedings, as Colombia Threadneedle, Fidelity and JP Morgan AM continue long wait for implemenation of their new premium pension mandates
Berlin’s prosecutor investigates former dental pension fund officials for embezzlement
The Berlin Public Prosecutor’s Office is investigating former officials of the city’s pension fund for dentists – Versorgungswerk der Zahnärztekammer Berlin (VZB) – on suspicion of embezzlement.
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
European asset owners push back on SEC climate repeal over costs and comparability
European investors urge for reform over full rescission of the rules as the SEC moves to scrap its Biden-era corporate climate disclosure framework.
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
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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