Aviation: Turbulence in the air
Disruption of the airline industry is having a knock-on effect for aircraft leasing. Investments in narrow-body craft serving domestic flights should fare better
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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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