Liquidity: Are emerging markets roaring back?
Michael Howell says investors should pay more attention to emerging markets as liquidity conditions are improving while those in developed markets are deteriorating
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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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