Emerging Market Debt: Sentiments drown out sense
The political and economic uncertainty surrounding Turkey and Argentina is distracting investors from the sound fundamentals to be found elsewhere across the asset class
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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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