Flash Report February 2017

Increasing nominal global growth, driven by improving real economic expansion and headline inflation, continues to propel strong returns in global stock and bond markets. Central bank willingness to remain accommodative—currently discounted by investors—and perceptions that the new administration’s policies will be supportive of growth, reinforce the post-election trend in asset performance. Unanticipated tightening represents a significant corrective force.

Download the flash report (PDF) here. »

Skip to toolbar