Dear Friends,
i want to share with you the report i receive from UBS, i know it is a little bit long but it is an interesting outlook on 2018, the year to come.
“2017 was a year of contrasts. A year of uncertainty: rising geopolitical tensions in the Middle East and North Asia, fractious Brexit negotiations, and increased US unilateralism. But also a year of stability: the best year for global economic growth since 2011, with some of the lowest levels of equity market volatility since the financial crisis.
Will 2018 bring more stability, or more uncertainty? There are plenty of hurdles ahead: tighter monetary policy, political change, and technological disruption, not to mention huge environmental and social challenges.
How should investors react? In this Year Ahead, we look at how to respond to the changing monetary and political backdrop, detail the risks and opportunities resulting from technological disruption, and show how we can make a positive impact on our world, without sacrificing financial returns.”
Here the Report
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