Global Market Backdrop Remains Constructive; Shifting To Overweight Growth Sectors

Here's What We're Thinking

April 20, 2017

Global markets since early March have continued to trade with a mildly cautious tone following strong gains of the past year. A period of consolidation should be expected as profit-taking sets in, economic forecasts catch up to the recent firming in activity data, anticipated timelines for President Trump’s pro-growth legislative agenda lengthen and geo-political noise picks up on a multitude of fronts.

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