Chart watch: Buffet Indicator, inflation expectations, gloomy German corporates
Manufacturing is expanding in the US, bond market volatility is lower, but sentiment is deteriorating in Germany, the UK and China
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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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