Asset Class Reports

Equities – Fundamental managers on the search for quality and growth

By September 2022 (Magazine)

Mark Hargraves

At a time of high volatility in markets, bottom-up selection based on equity fundamentals is as relevant as ever, but managers remain challenged to find resilient companies 

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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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The Netherlands
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