A divergent opinion
If there is one big idea running markets around the world at the moment, it’s the ‘great policy divergence’. I’ve articulated the idea more than once: just last month I suggested it would take a “brave, brave soul to bet against the dollar”.
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Pension fund interviews,
country analysis and data
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Opinion and analysis
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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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