Asset Class Reports

European Equities: A stockpickers’ environment…

By March 2012 (Magazine)

… if you can wait a decade for active risk to pay off. Joseph Mariathasan finds managers enjoying rich pickings for the long term, by taking account of – but also looking through – the dominant macro themes

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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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