Global Investment Views - April 2018
Thursday 29 March 2018
Research / Market
Global Investment Views - April 2018 - CIO Views
Stay on course, despite looming noise
While still benefitting from a global synchronised growth outlook (likely peaking), financial markets are getting nervous, experiencing the fatigue of a more mature phase with new sources of volatility arising. For the future, it will be key to anticipate how the exit of Central Banks (CB) from unconventional policies will unfold, while talks about protectionist policies start to intensity and we enter a phase of “slowing economic acceleration”, with growth above potential in most Developed Markets (DM), but decelerating in 2019.