Ahead of the Curve: Europe is the new China
George Saravelos sees ‘euroglut’ – and consequently one of the biggest capital outflows in history as excess savings flee aggressive ECB easing, sending the euro plunging against the dollar.
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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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