Global Investment Views - January 2019

Tuesday 15 January 2019

Research / Market

Global Investment Views - January 2019 - CIO Views

Focus on fundamentals to ride turbulent markets

From economic deceleration to where? It is time to look at where the economy is heading after the synchronised slowdown that the market has now priced in. A global economic recession is not the central scenario. The US economy is still enjoying solid growth and barring a major policy mistake (from the Fed or Trump), it should continue to grow nicely, although at a decelerating rate. 

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