Pegasus Capital

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A View from the Bridge - Jan 2018

Global growth enters 2018 on a strong footing with confidence surveys at multi-year highs in many regions and inflation expectations still tame but without fears of deflation hindering investment decisions. Strong growth in Q1 should underpin the late 2017 surge in equity and credit valuations, but the outlook for H2 2018 could prove more challenging for asset markets if some of these positive forces plateau or go into reverse.
Tags: UKCPI, BREXIT, ECB

PegasusCapital - Thu 25th Jan