Compass Q1 2017

During the past year the political risk that dominated the information flow and narrative turned out to have very limited impact on economies and capital markets, which continued to take their lead from improving fundamentals. In this edition of Compass, as we look ahead to 2017, we continue to rely more on our key fundamental indicators and tune out much of the political concerns. With this approach, we don’t see an imminent end to this market cycle and therefore continue to be overweight risk assets.

Date
15/12/2016
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