Asset Allocation: A Goldilocks period for risk
With such a notable lack of inflation throughout developed markets, the world’s seemingly synchronised economic growth spurt is not really reflationary in the classic sense
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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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