Multi-Asset Investing in a Period of Maturing Reflation

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June 28, 2017

Multi-asset investing over the next few months will primarily be about understanding the evolution of the economic cycle, as we will likely transition from a long period of asset reflation towards a more mature phase of the cycle. In order to assess the implications on financial assets, it is important to consider the extent of expected fiscal easing and the speed of monetary policy normalization to help define the length of the transition from reflation to a late-cycle phase.

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