16 Feb 2018
We expect the global expansion to continue in 2018, and so we remain optimistic about the forward path for risk assets. We describe the core of our view as pro-growth and pro-equity. At the same time, a risk-managed, dynamic approach to investing strikes us as more relevant than ever. We are equally pro-reality, with an environment of exceptionally low volatility masking a rising set of potential vulnerabilities. We remain cautious towards pure beta, both globally and across asset classes.
Get the full Market Know-How here.