Sovereign Bonds: Competing premia
Martin Steward finds portfolio managers agreeing on the need to find some spread. But where – in corporate bonds, or peripheral sovereigns?
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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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