Ahead of the curve: Factors in political change
The evacuation of US and coalition troops and civilians from Afghanistan and the Taliban takeover in August prompted us to examine other episodes of regime change and how equity markets reacted.
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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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