Small & Mid-Caps: The 800-pound gorilla
UK exposure – or lack of it – has been decisive in European small and mid-caps. But Martin Steward finds that managers have also had to contend with a difficult ‘risk-on, risk-off’ environment
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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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