20 February 2019
Frances Donald, Head of Macroeconomic Strategy, Manulife Asset Management
The start of this year saw the return of risk-on sentiment as investors welcomed a newly dovish Fed and signs the Chinese economy is over the worst – but geopolitical tensions and the growth outlook are lingering concerns. Nonetheless, the inflection point in Chinese policy has also supported global risk sentiment as expectations of a Chinese economic stabilisation feed through into an improved global growth outlook, at least at the margin.
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