IPE Quest Expectations Indicator April 2023

Expectations Indicator graphs Apr23

With new, superior equipment, the Ukrainian military is set to start an offensive soon. Meanwhile, Yevgeny Prigozhin, leader of the Wagner Group, is jockeying to become Russia’s next kleptocrat on the back of the Russian army. Donald Trump’s candidacy is increasingly beleaguered by defeats in court. The trade agreement on Northern Ireland between the EU and the UK is a significant boon for both as well as for Prime Minister Rishi Sunak, not because the trade flows are so important but because the issue blocked co-operation in many other fields. While the winter has been mild and beneficial, there are early signs of a dry spring, quite possible in view of climate change setting in. If that materialises, harvests, therefore food prices, will be affected in autumn.  

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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