2020 Investment Horizons: Emerging markets face contagion
The protracted period of ultra-low interest rates in the developed world could have a nasty knock-on effect on emerging market debt
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IPE covers a good variety of very current and relevant topics. It is good to read the high-level, independent and objective perspectives from pension funds in other European countries; many of them are dealing with the same issues as we are, so it is interesting to learn from their experiences, especially when they are ahead of where we are on the curve.
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