IPE's EU Coverage
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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
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Asset Class ReportsEquities: US equity markets expected to gain from Trump’s victory
As the political dust settles following Donald Trump’s victory in the US presidential elections, global equity funds are eagerly eyeing the incoming administration and the opportunities it may offer
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Asset Class ReportsInvestors eye return to European small cap equities
Largely dependent on domestic investors, interest has been growing in the opportunities offered by Europe’s smaller companies
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Special ReportInvestor litigation outside the US on the rise
Class-action lawsuits have been a staple of the litigation landscape in the US for decades, but this trend is now spreading, with investor litigation on the rise across the UK and Europe
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Special ReportSecurities litigation: the view from our institutional clients
Over the last year we have continued to see a steady stream of new group investor actions brought across Europe, arising from serious alleged governance failures.
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Opinion PiecesPreparedness: a new asset class?
Wars are famously costly. Most people would agree that preventing them is infinitely preferable to paying for them.
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Opinion PiecesThe private credit market needs careful monitoring
European institutional investors seem to be in a bind. Equities performed well this year, but market concentration remains at record levels and many investors expect a correction. Returns from bonds have been mostly positive, but that could change if inflation flares up again. The real estate market may be starting to recover, but it is early days, and the recovery may not be linear.
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AnalysisEurope must prepare for a China after Xi Jinping
Whatever the big issues of the 21st century, whether climate change, the environment, restoring economies post-COVID, fighting poverty or ending the war in Ukraine, they are much easier to resolve if countries work together.
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FeaturesIPE Quest Expectations Indicator - December 2024
Bond expectations falling, equity mostly flat
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AnalysisCOP29: Moderate success, but investors still await clear signals
PKA’s CEO sees momentum building on public-private partnerships, however
