Retail: Europe shops as the US drops
The retail markets in the US appear to be in dire straits. Is this a reason to be bearish on European retail? No, argues Ian Kelley
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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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