Ahead of the Curve: Arch nemeses - value and growth
Value has outperformed growth over the long term, but over the past decade value has endured its longest and one of its weakest periods of relative performance on record
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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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