Investor viewpoint: Timing is everything
The pension fund for doctors in the North Rhine-region (NAEV) has an alternative portfolio with a heavy bias to real estate diversified beyond Germany and Europe, including Asia.
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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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