Briefing: It is all downhill from here
Six months ago, markets were rediscovering volatility, sentiment was wavering and there were growing fears that we had reached the end of a decade-long bull market for most assets. There were several reasons, such as worries over indicators, global trade tensions and the sustainability of corporate earnings growth, but one of the key ones was the relentless raising of interest rates by the US Federal Reserve.
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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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