Asset Class Reports

Global Equities: One world

By November 2012 (Magazine)

The convergence of emerging and developed markets argues for integrated global portfolios. But Joseph Mariathasan finds that investors taking this approach could miss out on the best opportunities

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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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