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.
Unless stated otherwise, any sources and opinions expressed are those of Aviva Investors Global Services Limited (Aviva Investors) as of September 30, 2016. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but has not been independently verified by Aviva Investors and is not guaranteed to be accurate. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Past performance is no guarantee of future results.
The name “Aviva Investors” as used in this presentation refers to the global organization of affiliated asset management businesses operating under the Aviva Investors name. Each Aviva Investors’ affiliate is a subsidiary of Aviva plc, a publicly- traded multi-national financial services company headquartered in the United Kingdom.
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2017-0072_AIA/AIC_January_House View Web Page
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