Global Growth

Since November 2008

'Three cycles are colliding'

We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.

Strengthening dollar a risk

Emerging and frontier market equities saw strong performance in 2017

Inflows of €2.9bn

World economy to expand 3.9% in 2018

Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.

Octupus Investments' Oliver Wallin

Burgeoning wealth of HNWs