Investment

IPE Quest Expectations Indicator – March 2022

By March 2022 (Magazine)

Net sentiment equities

Political risk is back. Russian aggression towards Ukraine inserts considerable amounts of uncertainty. Asset owners will in general not suffer significant direct consequences for a well-diversified portfolio, but there are potential implications for energy prices that come at a time when inflation was already making a comeback and on top of unexpected military expenditure when budgets are already charged by COVID-19-related outlays

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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
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