News from the US and Japan
The world seems to be shifting from an investment regime, built on liquidity and monetary stimulus, to one based on growth from the emerging world.
CIO Ken Leech continues to believe that economic growth, though sustainable, is not robust enough to allow central banks to back off their current accommodative policies - a generally favorable backdrop for bond investors now.
Do you think the resurgence for growth stocks in Q3 signals a resumption of small cap growth leadership?
“My perception is that a sudden stop is not in anybody’s mind”
- European Central Bank President Mario Draghi, on the impending end of the ECB's bond-buying program
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