'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
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