IPE's EU Coverage
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Asset Class ReportsTrade and economy weigh on European credit
Despite trade worries and a challenging economic outlook, appetite for European credit remains robust, bolstered by refinancing activity and a supportive ECB stance
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Asset Class ReportsEurope investment outlook: Search for opportunities amid the gloom
We asked fixed-income managers for their views on Europe’s outlook as Germany and France grapple with structural challenges and political uncertainty.
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Asset Class ReportsEuropean equities: Bargains or bear traps amid global headwinds?
Despite record valuation gaps with the US, investors remain cautious about European equities. Political turmoil, geopolitical risks, and fears of tariffs under Trump’s presidency cast a shadow, while fund managers pivot toward stock-specific opportunities
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FeaturesCross-border investment barriers: issues for institutional investors
Protectionist trade policies are back in vogue, fuelled by the rise of China’s economy and, more recently, by the escalation of geopolitical tensions.
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ResearchIPE institutional market survey: European equities managers 2025
The IPE European Equities Survey 2025 captures €1.71trn in assets managed in European equities by 55 global and European asset managers. Of this, €615bn is invested on behalf of European institutions.
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FeaturesFixed income, rates, currencies: Uncertainty reigns as Trump 2.0 takes office
Now that Donald Trump has been installed as US president, there should be more clarity around some of the timings of his probable new policies.
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InterviewsEuropean pension funds on investing in their home market: a delicate balance
Pension funds in Europe have been reducing their allocation to European assets, especially listed ones. While valuations may be attractive, there is little else to convince them to raise their investments in their home market
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NewsCEPB holds investor briefing on Goma fighting
CEPB’s Adam Matthews says situation ‘is relevant to all investors who are exposed to supply chains that use minerals from the region’
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NewsEU advised to develop ‘checklist’ for investors grappling with climate plan evaluations
PSF said the checklist ‘should be based on existing EU sustainability transparency requirements, and should not lead to additional reporting for companies’
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AnalysisInvestors cautiously optimistic as US exits from Paris Agreement
Despite Trump’s decision, there are still attractive opportunities for those willing to invest with a long-term view, industry claims
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NewsOmnibus changes would need to be reflected in SFDR review, say Dutch
Pensioenfederatie flags concern about pension funds’ ability to label investments as ‘transition’
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News2024 a record year for European ETFs but thematics disinvested
Morningstar research confirms 2024 as top year for ETFs although ESG sales have continued to decelerate
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NewsPensionsEurope opposes additional liquidity risk measures at EU level
Industry group responds to EIOPA draft opinion on supervision of IORPs’ liquidity risk management
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FeaturesBriefing: The challenge of investing in Europe’s energy transition
The way the European economy powers itself is undergoing a fundamental shift, driven by market forces and policymakers. But while the direction of travel is clear, the path to a different energy mix is tortuous and the shift may be much slower than required to meet Europe’s target to be net zero by 2050.
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NewsInvestor group complains to Commission over defence conference treatment
Tommy Piemonte of Bank für Kirche und Caritas was told he was temporarily removed for being ‘disruptive’
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InterviewsUKSIF chief sees hope for further traction of UK anti-greenwashing measures
James Alexander, CEO of UKSIF, expects more asset managers to get authorisation for sustainable investment labels in 2025
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NewsIPE Conference: CPEG in talks with managers exiting CA100+
CPEG is asking asset managers to provide an explanation for their departures from the climate engagement group
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NewsIPE Conference: Tough tasks ahead for European leaders, conference hears from geopolitics experts
Europe not doomed by the US political shift, says former Swedish prime minister Fredrik Reinfeldt
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NewsPension funds should not be treated as NBFIs, PensionsEurope tells EC
Industry association responds to consultation that will inform policy planning in the Commission’s new political mandate
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Country ReportNordic Region pensions funds report 2024: Finland's funds face call for greater defence investment
Allocating capital to preparedness could boost European competitiveness
