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Investment Update – March 2018
Photo by Ken Teegardin on Flickr side from the February turbulence in equity markets, global economic growth should hold up well and inflation should remain low in 2018. The recent hard economic data and survey evidence suggest that the world...
read moreInvestment Market Update – January 2018
Usually at this time of the year, financial market comments cover the performance of the year just finished and look forward to the likely prospects and outcomes for the coming year.
read moreInvestment Update – September 2017
Earnings momentum is now positive for all major equity regions and we expect this to continue, supported by a solid economic backdrop. A normalising global economy should allow central banks to unwind their ultra-accommodative interest rate policies. We believe that long bond yields are set to rise further during 2017 and 2018.
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