Letter from the US: Investors adjust to Trump

Are financial markets too optimistic about the impact of Donald Trump’s administration? That is a big unanswered question in the aftermath of his surprise victory in the presidential election

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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.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands