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Growth Gazumps Geopolitics
Investment Case
Growth momentum in the major developed and emerging market economies to continue.
Probability of recession remains low.
Look at key indicators (U.S. yield curve inverting, rising unemployment) to see if the US economic expansion is set to hit an inflection point or continue its upward trajectory.
Focus on the meantime on cyclical areas as small caps.
Higher earning growth at average ** valuation premiums ** in a sector that benefits from increased merger activity.