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April 2018 Vol.23 No.4


Eyes wide shut

Current consensus around macro trends and resultant asset allocation decisions, as observed by Pimco in its Asset Allocation Outlook in February, and many others, seems to be an acceptance that the long golden high noon of 2017 stock valuations is destined to dim, yet still coloured with rosy perceptions of a persistently benign investment environment

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TRENDS


FEATURES


ASSET ALLOCATION


GOING PLACES