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Confidence has returned to the markets and the beginning of the earnings season looks great, with several positive surprises. The IMF has presented its outlooks for 2018 and 2019 and they seem very upbeat: world growth is expected to come in at 3.9%.
Key Points
The acceleration phase in global activity now appears to be behind us.
Inflation should progressively normalise
All central banks will prepare their exit strategies.
We recently held our first biodiversity conference in London, titled ‘Nature Calls!’ featuring a varied batch of panellists who led inspiring keynote speeches and discussions.
Yields on investment-grade bonds are at levels not seen since the GFC, propelled by an inflation wave that caught central banks off guard, forcing them to make the fastest set of rate-hikes since the 1980s.
Today, global SMID caps might represent one of the last areas within equities where the balance between fundamentals and valuations has been largely preserved.
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