An unhelpful obsession?
Debate often focuses on when real estate markets will bottom out. But for a large body of investors, struggling with either leverage or portfolio imbalances, the question is largely irrelevant. Even active investors should be looking at how to create investment value in a falling market rather than seeking to ...
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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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