Geneva Management Group Q4 2017

Geneva Management Group

Q4 2017

Market Comment

With 2017 already behind us, the final quarter saw the spotlight shift away from central bank headlines toward geopolitical matters mentioned in our very first comment of the year. The key question is: how long will this last? At the dawn of 2018, all investment banks communicate their outlooks and raise the obvious worries concerning higher US interest rates and the nearing end of quantitative easing measures from the ECB and the BoJ. Will it trigger the end of the goldilocks economy?

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