LTCMA 2017 Macroeconomic Assumptions
Markets, economy, stocks, growth, global, fixed income, international, asset classes
We believe the Brexit negotiations will conclude with a relatively ���soft��� Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.