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Quarterly Market Review

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246 days ago (12 Apr 2017)  |  

Expectations of more reflationary policies around the world have so far run ahead of actual events. Hard data show a relatively tranquil global economy, with reasonable real growth and low inflation. In this issue we take a look at the continuing steady US expansion.

This edition of the Quarterly Market Review also has a special focus on US small cap growth stocks, which we view as a particularly attractive area of the US equity market at the moment.

Click here to read the full research note

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