On 30th October I was invited to address a meeting of German, Austrian and Swiss pension fund managers on how they should make sense of the Eurozone’s current state of play. In this keynote (click below for the audio and the accompanying slides) I present an explanation of the causes underlying the impossible dilemmas pension fund and fixed income managers are facing in Europe today. Plus a proposal of what the ECB ought to do to make a substantial difference.
For the keynote’s audio click below and, once its starts, open Zurich Powerpoint (and click to change slides when you hear the gong in the background)
