Asset Allocation: The big picture
Bond yields have been rising, which is not that surprising given that sharp sell-offs in government markets have been reasonably frequent in the multi-year bull-run
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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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