Market Update: The drum beats on: ETFs for the ongoing trade war
This time last year, we were looking at how trade relations between the US and China might play out and the best way to position a portfolio – especially in terms of sectors – according to which scenario an investor thought was most likely.
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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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