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Will it Last?

Macro trends have been stable this year in terms of rising growth expectations, declining political uncertainty and EM outperforming developed markets (DM). More recently, inflation expectations and the so-called “Trump trades” have consistently deflated. Will it last?

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Macro and Market Summary

With global growth in the midst of a synchronized upswing, we expect a gradual increase in inflation, tighter monetary policy and less focus on political risks. As the global expansion widens out we prefer equity over credit, and credit over rates. From a regional perspective, we prefer EM relative to DM.

Investment Strategy

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