Outlook 2013: Euro Scenarios: The euro-zone’s no-man’s land
Germany’s bonds are safe-haven, ‘risk-off’ assets. Spain’s are ‘risk-on’ assets. But Maha Khan Phillips asks how investors should think about allocations to markets like France and Belgium
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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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