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Sweden’s AP2 and Germany’s BVK join investors in New Forests fund
Australia New Zealand Landscapes and Forestry Fund also received A$75m from Australia’s CEFC
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BW ESS, Ibersun to develop 2.2GW of Spanish battery storage projects
The first phase of the venture will progress the initial pipeline of eight projects
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AP Pension sells half of Copenhagen HQ to German pension fund
KanAm buys 50% stake in Svanemølleholm building for north German pension fund
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2Q 2025 European Insurance Trends
The latest economic, investment and regulatory developments affecting European insurers.
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TPG to buy Altus Power in a $2.2bn take-private transaction
Altus Power is the largest US commercial-scale clean energy provider
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Private Credit 2.0 Is Here
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
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Equity Market Outlook 2Q 2025
While surging tariffs and a hard sell-off have sown uncertainty, we expect negotiations to bring some relief on initial tariff proposals, and that sharply slower growth seems more likely than a U.S. recession. We also believe stimulus in Europe and China may rejuvenate global industrial activity (albeit at a slower pace), and recommend styles, sectors and regions that are most geared to it.
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Partners Group acquires US natural gas power plant portfolio for $2.2bn
Investment firm buys 11 natural gas power plants and operator Middle River Power
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Emerging Markets 2.0: The Tipping Point Is Here
The past decade has been one of “exceptionalism” for U.S. equities as technological innovation has created a league of American superstar companies driving extraordinary equity gains.
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Weekly Data Sheet - 2 May 2025
Stoneshield, Colonial launch ambitious programme for European lab space