Fixed income, rates, currencies: Clouded by uncertainty

refinitiv ipsos primary consumer sentiment index

It was predictable that risk markets should have reacted positively to the news of an agreement in principle in the US-China trade negotiations. Although assuredly better than a seemingly relentless stream of bad will between the protagonists, the provisional agreement is in no way a solution to the conflict. Another round of trade talks could be necessary just to reach a tentative accord. Investors would be wise to temper enthusiasm to extrapolate the ‘good news’ too far.

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IPE editorial provides coverage of foreign pension funds’ experiences from which we can take ideas; we can also use it to share ideas regarding new and pioneering projects.

Ivonne Forno , CEO of Laborfonds