European capital pools and institutional investors.
The Commission’s package sets a 3°C reference path for planning and notes that historically only a quarter of EU natural-catastrophe losses were insured.
Rising yields cut ABP’s liabilities faster than its assets fell, setting up a transition expected to reshape demand for long-dated euro swaps.
A minimum allocation to European start-ups has fallen out of Parliament’s draft texts, which would leave the decision with pension boards rather than Brussels.
Canada tightened on 28 October for the first time since July 2023, and a day later the ECB held but said a hike had been debated.
Dutch TTF gas briefly hit €100/MWh on 28 October as LNG supply tightened, raising winter risks for utilities, industrials and indexed pension liabilities.
Regional data show pockets below one birth per woman in Spain, Poland and Italy, adding long-run strain to pay-as-you-go pensions and asset-owner liabilities.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Complimentary — subscriptions are reviewed by our editorial desk, and you'll receive a notice once approved.
You’re on the list. Tomorrow’s brief will arrive in your inbox.
Please enter a valid email.