Economics & Markets

QSO - April 2017

By AMP Capital

Economic news has remained generally upbeat over the first few months of 2017, supporting our expectation of higher global growth this year. Approaching the half-way point of the year, the issue is becoming the sustainability of the improvement in the data, especially inflation.

Highlights are:

  • Higher global growth expectation, but cautious on reflation
  • Policy uncertainty high in the US
  • China near-term stability comes at expense of medium-term sustainability
  • Global institutions in defence of free trade
  • Monetary policy on hold in the antipodes
  • No significant changes to current investment strategies

Quarterly Strategic Outlook

In this edition more on our outlook for the New Zealand and global economies, and across asset classes.

  • Economics & Markets
  • Quarterly Briefing
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Important notes

This article has been prepared to provide general information and does not constitute 'financial advice' for the purposes of the Financial Advisors Act 2008 (Act). An individual investor should, before making any investment decisions, consider the information available in the relevant Product Disclosure Statement and seek professional advice. While every care has been taken in the preparation of this document, AMP Capital Investors (New Zealand) Limited and the AMP Group (together, 'AMP') make no guarantee that the information supplied is accurate, complete or timely and do not make any warranties or representations in respect of results gained from its use. The information is not intended to infer that current or past returns are indicative of future returns. The views expressed are those of the author and do not necessarily reflect those of AMP. These views are subject to change depending on market conditions and other factors.

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