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Strat Doc 4Q17 – Global Macroeconomics

18 October 2017

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by Peter Little

In our previous Strategy report (July 2017), we noted that the two key drivers of global markets were the approaching normalisation of global monetary policy, and the increasingly synchronised quality of global economic growth. Those two factors remain in force and, in light of recently sanguine financial markets, have given wider currency to the notion of a “beautiful normalisation”: that is, a normalisation which does not derail economic growth.

Fund Manager, Peter Little summarises an article from our 4th quarter strategy and asset allocation document. Click here for the full article.

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