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Pensions Ill-Prepared for a Rough Landing?
Pension Pulse Link to more items from this source
[Opinion]
Oct. 11, 2013
"Large institutional investors are worried about the effects of ultra easy monetary policy on fixed income assets and they are shifting their attention to equities which they see a source of positive returns. In terms of asset allocation, the basic theme remains the same. Lower fixed income exposure and increase public and private equities exposure, as well as exposure to real estate, infrastructure and hedge funds. But the perverse effects of quantitative easing are hitting all asset classes, including alternative investments."

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