Fixed income, rates, currencies: Simmering tensions bubble up

IHS Markit-BME Germany Manufacturing PMI

After a reasonably peaceful summer – relative to the many previous volatile ones for capital markets, that is – simmering tensions are bubbling over, affecting many financial asset classes.

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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.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands