Letter from US: Politics forcing divestment
American pension funds have become embroiled in the cold war between the US and China and diversification strategies may be affected by the new scrutiny of investments in Chinese companies.
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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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