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Investment 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.
Investment 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.
Investment Update – June 2017
Many economists continue to forecast a synchronised global economic recovery: they expect global real GDP growth at 3.0% in 2017 and 2.9% in 2018 compared with 2.5% in 2016. Even though expectations for the size, scope and timing of US tax cuts have diminished, it is...
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