Over the latter half of 2017, the global economy experienced strong growth across all major regions. This theme has continued through the beginning of 2018 and supported markets. However, it has also been accompanied by the top risk on our list for 2018 – namely, inflation risk and ultimately worries about whether monetary stimulus will be removed in a way that is friendly for markets.[1]  In the first few days of February, this has manifested itself in a sharp rise in both equity and bond market volatility.     read more.....

Publication by Harbour Asset Management

(Edited by Nicole Greenslade - original submission Thursday, 8 February 2018, 1:21 PM)