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Spotlight on Global Asset Classes Q2 2017

Outlook» |

April 13, 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.


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