European Equities: Two different routes to risk
How should you be positioned at the inflection point of one of the strangest economic cycles in history? Martin Steward finds the consistent performers rotating into pro-cyclical stocks in both top-down and bottom-up strategies
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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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