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ASSET ALLOCATION: Macroeconomic and financial trends, investment themes for 2017: state of affairs

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. 

The purpose of this chapter is to take stock of every aspect of our central scenario and the current status of our asset allocation, and of intended changes over the coming months. One of the key aspects is the reassessment of US growth and the Fed’s monetary policy, and the impact of the new Trump Administration’s future policies not just on growth, but also on world trade and international diplomacy.

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ITHURBIDE Philippe , Global Head of Research
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ASSET ALLOCATION: Macroeconomic and financial trends, investment themes for 2017: state of affairs
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