Investment Outlook Q4 2017 - From disinflationary boom towards stagflationary bust

Monday, 25 September 2017

This quarterly, with monthly updates, report answers the question "How would ECR invest?". Our approach is fundamental and chart-technical combined with valuation metrics. It is a bridge between our mid-term macro views and your strategic and tactical asset allocation decisions.

Please note, no Asset Allocation update will be published in late November as our Investment Outlook Q1 2018 is issued on 11 December.

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