Dit artikel wordt u aangeboden door Morgan Stanley IM.

Morgan Stanley IM: 2018: Eyes Wide Open

Our central concern at the start of 2017 was a backdrop of generally high valuations coinciding with some significant macro/political concerns for the then forthcoming year, including China, the risk of U.S. and European politics going wrong, and the vulnerability of the financial system to shocks due to the sharp increase in debt and general stagnation.

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Morgan Stanley IM: 2018: Eyes Wide Open