Investing in a slow-growth world
Demographic trends probably mean slower economic growth in the developed world. Katherine Davidson argues that a thorough understanding of demographics will be essential for generating alpha in this environment
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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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