IPE Quest Expectations Indicator July 2020
Global statistics indicate that while new cases of COVID-19 are rising, case mortality is stable at about 4,000 per day. The situation is in hand, but the danger is not over. First, the Americas, dominated by the US and Brazil, are confronted by rising case statistics. Second, there are signals of a rebound in autumn, both in theory as medical experts embrace the thought and in practice, as the figures in Iran show. Third, the equality protests increase the chances of a second wave.
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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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