A nuclear winter?
Managers are working out when and how to position their portfolios to benefit from an eventual economic recovery,finds Joseph Mariathasan
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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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