Dit artikel wordt u aangeboden door Morgan Stanley IM.

Morgan Stanley IM: 2018 - A Focus on Alpha

As the new year begins, it’s difficult to see what will disrupt this not-too-hot, not-too-cold environment: growth continues to surprise on the upside, but inflationary pressures remain dormant, implying the unusually slow pace of central bank policy normalization will continue. There is also a notable lack of enthusiasm among investors. Cash allocations are high, market commentary focuses on how expensive markets are and how risks are growing.

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Morgan Stanley IM: 2018 - A Focus on Alpha