Debt Funds: At the margins
As debt funds have proliferated, margins have been squeezed. Russell Handy finds the best opportunities arising in fixed-rate refinancings
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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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