IPE Quest Expectations Indicator commentary May 2022
Ukraine is slowly gaining the upper hand, while Russia is still unwilling to make concessions. Putin is trying to play his nuclear card, a dangerous move, making himself the major obstacle to stopping the appalling Russian losses in people and equipment. Meanwhile, Zelensky lost points by creating an issue with Germany when he can’t afford to lose points.
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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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