Focus Group: Feeling deflated

Participants in this month’s Focus Group are quite concerned about disinflationary pressures and the threat of deflation – especially in the euro-zone. Taking the euro-zone as a whole, the ‘core’ euro-zone, and the UK, respondents consider near-zero inflation as ‘inconceivable’ only in the latter. By contrast, four out of the 20 investors polled rate the risk of deflation as ‘high’ in the euro-zone as a whole. 

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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.

Markus Schaen , Senior Fund Manager, MN,
The Netherlands