Global Fixed Income Strategy Update– Dec 2019
Key takeaways
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Global Investors’ Summit – macro conclusions
IFI’s November Global Investors’ Summit brought together over 80 investors to discuss and debate our outlook and views on global macroeconomic trends. We believe understanding macro factors such as growth, inflation and policy help us understand market conditions and asset price action.
In the paper we highlight the major developments we believe are driving these factors in four key regions and how they influence our asset allocation decisions.
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