David Mohr
By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist), Old Mutual Multi-Managers
Financial market activity is often dominated by particular themes or narratives. Sometimes these storylines are created after the fact to explain random market movements, but they are often based in reality. Towards the end of 2017, the dominant theme was ‘synchronised global growth’. Though this narrative appears to have taken a backseat to worries over a trade war between the US and China, global growth is still pretty solid. (more…)
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