The latest issue of Compass, our investment strategy publication.
Compass Q4 2016
In this edition of Compass we talk about what policymakers can do to support growth and what impact political events are likely to have on the markets. Even though we seldom see politics driving the economy or markets, we think this is a time to be vigilant and open-minded, especially when the business cycle seems to defy ageing and when globalisation and technological change are stretching the social fabric in many countries. That is why most of this publication is dedicated to policy.
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