Equity Sectors: Don’t bank on it
Insurers, exchanges, asset managers, emerging-market banks – even US banks – will continue to outperform as the herd deserts the European banking industry, finds Lynn Strongin Dodds
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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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