Outlook 2014: The coming US dollar drought
If the US imports less energy and exports more goods, its current account deficit could continue to shrink. Charlotte Moore asks what this means for economies reliant on US dollar liquidity
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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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