Following years of sustained growth the global economic expansion accelerated in 2017, buoying sentiment and global asset prices. Markets proved resilient, largely shrugging off political uncertainty, interest rate rises in the US and UK, and significant changes to major central bank policy on quantitative easing.
Against this backdrop, we examine some of the major themes which our investment specialists and clients are pondering. Is the current rate of growth sustainable? Can wage growth remain so low? What are the implications for financial markets? We examine these questions and other major trends that face investors in 2018.
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