Markets closed 2016 on the right foot with the way cleared from the Italian wildcard. The post-Trump election rally extended to December, benefiting to DM markets globally while EM markets lagged. The upbeat tone also echoed the global agreement to scale back oil production.
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Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months
What a difference a month makes. With the previous indicator poll taken days before the US election, these results illustrate how managers have digested markets’ reactions to the outcome. If the pre-election responses could be described as cautious, post-election sentiment could be described in the increasingly familiar tone of the newest world leader, as “really, really amazing”....read more