It will be interesting to scrutinise the half-year reports in February, both in terms of operating results and investment experience for each asset class.
Transversal you make a very interesting point. May be its time to start considering what we need to look for or see in the half year report which would validate either case.
What would be the first thing you would look at for confirmation of your views? What would make you worried? Maybe start a new thread if appropriate?
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