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    • 5 Multi-Asset Investment Themes for 2017

      The low growth/low inflation scenario that has characterised the last few years is set to give way to a more scattered and economically heterogeneous phase with inflation moving modestly higher, particularly in Developed Markets. In this new dynamic scenario, we believe investors should embrace an active and risk aware mind-set based on 5 major investment themes.
    • Spotlight on Global Asset Classes Q2 2017

      The growth outlook is benign: we have slightly revised up our global GDP growth forecast, now seen at 3.5% for 2017 thanks to a mild improvement in Developed Markets (DM). Inflation outlook is also improving thanks to narrowing output gap in a broad range of economies and a rebound for commodity and manufacturing prices. We remain constructive on risk assets, especially equities, that should benefit most from the reflationary scenario.
    • Spotlight on Global Asset Classes

      Discover Pioneer Investments’ views on global asset classes in the context of accelerating growth and inflation. For 2017, we see little value in core government bonds as yields are expected to trend higher. Global Equity is our favourite asset class in a reflationary environment, followed by Core Credit. Selective opportunities in Emerging Markets fixed income and currencies.