I understand. Hide this message.


This site uses cookies. Learn More. »

Keywords for 2017: Trumponomics, Reflation and EU Elections

December 19, 2016

Reflation trends are likely to continue in 2017 thanks to broader fiscal easing, a positive outlook for commodity prices and Central Banks’ sustained support. We believe investors can exploit 2017 growth opportunities, currently through Japanese and US equities. In fixed income, we believe inflation-linked bonds in the US and in Euroland are pricing in an inflation pattern that is too low. Credit markets in DMs are expected to outperform sovereign bonds.

Keep Article

Social Sharing