Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
Octupus Investments' Oliver Wallin
Increased by 0.5% to 2%
Increased 2017 US growth forecast to 2.3%
To widen appeal to income starved investors
James Hamel, portfolio manager on the Artisan Partners growth team, looks at how to deal with foreign exchange volatility and find companies capable of resilience in this environment
Ian Warmerdam, manager of the Henderson Global Growth fund, has been cutting exposure to the US and shifting to emerging markets, as the runaway performance of the US market has caused elevated stock values.
The International Monetary Fund has cut its growth forecast for the next two years, after December's figures in many countries disappointed.