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05/09/2019
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MARKET AND ECONOMIES 2019 SECOND QUARTER REVIEW AND OUTLOOK

Entering 2019 we expected both global growth and corporate profit growth to slow moderately in 2019, but we did not forecast a recession. Uncertainty around monetary policy, interest rates, trade, and inflation highlighted the need for diversification in portfolios, but we believed equity markets to be undervalued and positive fundamentals to be overlooked. Equity markets […]

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