November 2017

“People can foresee the future only when it coincides with their own wishes, and the most grossly obvious facts can be ignored when they are unwelcome.” George Orwell

SUMMARY

  • Central banks delivered their dovish messages last month, ensuring that rates will stay low for longer
  • Although inflation could overshoot in the medium term, it is unlikely that the speed of rate hikes will accelerate by much
  • Stability and quality growth will be in focus in China, boding well for the economy and markets
  • We continue to favour Japan as an undervalued market with excellent prospects for the next years
  • Investors are likely to repeat mistakes of the past, overpaying for growth in sectors with shrinking profits in the future

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ACP Investment Partners LLP is an unregulated Limited Liability Partnership and promotes the regulated financial services of ACPI Investments Limited (ACPI IL) & ACPI IM, which are authorised and regulated respectively in the United Kingdom by the Financial Conduct Authority and in Jersey by the Jersey Financial Services Commission.

This promotion has been approved by ACPI Investments Limited (FCA Register IRN 192403).

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