Global Weekly: Alert to opportunities and risks

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The economic recovery is broad-based and on track to continue in 2018. But a stronger business cycle also means a more dynamic environment. In our annual Investment Outlook – published this week – we advocate a balanced approach towards investing in 2018.

Equity markets update

Our Investment Outlook is a call to start 2018 by being modestly overweight in stocks, to be alert to opportunities and to use cash as a buffer against risks. Better-than-expected economic growth, prolonged low inflation and stable financial conditions will support markets in 2018. This environment will be positive for corporate earnings, especially for companies active in expanding markets.

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