Investment Strategy: Tailwinds less, but direction is sure

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Economic growth and company fundamentals remain in good shape, creating a positive investment environment. At the same time, a lack of clarity regarding Italian politics, tariffs & trade wars and the next actions of central banks have increased market nervousness.

Against this background, the ABN AMRO Investment Committee continues to believe in the power of risky assets, such as stocks, to drive portfolio returns. At the latest meeting of the ABN AMRO Investment Committee, no changes were made to the overall asset allocation, which continues to favour stocks over bonds.
 
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