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