Fixed income, rates, currencies: A bleak outcome

spread of 10 year us treasury yields over 2 year yields

This year’s summer tensions in shallow markets have again been apparent. The fallout from the trade dispute between China and the US is having a global impact. Together with economic weakness almost everywhere, a global policy easing cycle could be imminent.

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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.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands