Manager viewpoint: Global outperformance

By and Kang Puay-JuSeptember 2010 (Magazine)

Although risk-seeking is back on some real estate investors鈥� radar screens, it is balanced against an uneven pace of economic recovery globally, and a heightened sense of what American economist Ben Shalom Bernanke described as an 鈥渦sually uncertain鈥� economic outlook. Most economies in Asia Pacific are now as big, if ...

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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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