Asset Class Reports

Global Equities: Valuation vagaries

By December 2018 (magazine)

Mean reversion is useful in valuing stocks, but there are many unpredictable factors that can disrupt long-term assumptions 

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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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