House View: Q1 2017
Trump turbo-charges global reflation
The Aviva Investors House View document is a quarterly publication which encapsulates the thinking of our investment professionals across asset classes.
The report outlines global macroeconomic prospects, identifies the key themes that will frame investment decision-making over that period and underscores the main risks. It also considers the implications of those views across a range of markets. The House View is designed for use by professional clients and institutional/qualified investors only.
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