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Monthly Macro

January 2017 - Do markets have further to go?


In 2017, investors will be watching to see if markets got ahead of themselves after the rally that followed Mr. Donald Trump's election victory. Indeed, markets may need time to digest their recent gains. Under this backdrop, in this Monthly Macro View, we highlight factors that are still supportive of equities. We also explain why a 'hard Brexit' may not be as bad as some might fear.

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A market snapshot in three easy graphics