Outlook 2014: De-globalisation
Long-established patterns of global trade have started to change. Martin Steward looks into the reasons why, and the longer-term investment implications
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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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