2023 Top 500 ranking: 8
As 2017 begins, it is helpful to take stock of the key issues coming into focus.
The last few months have seen a theatre of major changes (notably Brexit and Donald Trump’s election), and some heavy trends (like the preservation of ultra-low long-term rates or the stability of inflation expectations) are looking threatened.
”As long as inflation is not resurging, better growth should support equities. We favour a diversified*global approach and selective stories, such as India.”
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
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