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Tips of the Year 2017

The UK’s EU referendum result and the election of Donald Trump in the US both represent sources of major uncertainty for the year ahead, as do a number of upcoming elections in Europe. Yet the market’s reaction to last year’s political surprises in the UK and US suggests a degree of optimism about equities rooted in the prospect of increased fiscal stimulus, which could allow monetary policy to get back to a more normal state.

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By Algy Hall,
05 January 2017

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