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Q4 Investment Strategy: Expensive But Worth It (Lyxor, Oct 2017)

The coordinated global pace-up of activity that has been recorded to date in 2017 seems likely to extend through year-end. Recovery is gathering pace in the Eurozone in a reformist environment. Robust U.S. activity and labor markets could get another booster shot of fiscal reform. Japan is seeing the first signs of reflation. EM countries keep beating ...

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