During 2017, investors enjoyed several positive surprises.
Economic growth was stronger than consensus forecast at the start of the year, inflation was notably lower than expected in most major economies (with notable exceptions such as the UK), and corporate...
Prudence required to navigate choppy waters
Ceremony takes place on Wednesday 20 November
US 30-year Treasury plunges to record low
In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.
In the developed world, inflation expectation is noise