Fixed Income, Rates, Currencies: Economy reaches tipping point
The global reflation trade, and with it the outlook for further dollar weakness, seems paused as speculation on the outcome of the imminent US presidential election diverts attention and has many retreating to neutral positions.
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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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