Global Outlook and Strategy Quarter 1 2018: A Year of Change

KEY POINTS

  • Inflation expectations are likely to rise over the course of 2018
  • Global growth to remain strong
  • Higher bond yields and inflation will undermine elevated valuations
  • Final stages of the bull market in risk assets
  • 2018 will be a year of change
  • Potential US recession 2019
  • Diversification, quality, relative value and overweight cash the focus

Click here to read the Global Outlook and Strategy 1st Quarter 2018: A Year of Change.

Or, to hear Grant Patterson’s discussion with Michael Ogg about the “Year of Change” watch this video here.

 

 

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