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Market Insights

Market Insights

Equity investors have greeted positive earnings largely with indifference. Yet we see solid fundamentals and returns in the second half.

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2017 Mid-Year Global investment Outlook

The global expansion is chugging along; deflation fears and near-term political risks look to have faded; and financial market volatility is subdued. We believe this provides fertile ground for modest gains in risk assets such as equities.