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.

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