Asset Class Reports

Emerging & frontier equities – Tactical and strategic

By January 2013 (Magazine)

As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms

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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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