Active Long Only Solutions Review: Q2 2017

Quarterly Review & Key Trends

The broad based global reflation narrative which underpinned risk assets over the second half of 2016 has gradually waned over the first half of 2017 if one observes the recent price action between a host of style factors and asset classes most closely correlated to it. Within equities, the deep cyclical/ reflationary ends of the market which rallied so sharply following the US election underperformed the more defensively orientated ends of the market over the second quarter, whilst the higher growth ends of the global technology spectrum continued to make new highs. Yet despite this broad benchmarks still finished the quarter on a very strong footing with the MSCI AC World TR Index +4.3%.

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