Global Investment Views - December 2017
Tuesday 05 December 2017
Research / Market
Global Investment Views - December 2017 - CIO Views
Geopolitical risk may pause rally.
Confirmation of both robust global economic recovery and expectations for US tax reform contributed to keeping risk asset exuberance high and compressed equity volatility to record low levels in October. In Japan, the landslide victory of the LPD in the Lower House strengthened the case for Abenomics and boosted market sentiment on Japanese equities.