Dit artikel wordt u aangeboden door Morgan Stanley IM.

Morgan Stanley IM: Secular Stagnation: R.I.P.

“What did we get right?” That’s the question on the minds of asset managers as they write their outlooks for the past year. In our December outlook, 2018: Expect the Unexpected, we predicted possible surprises this year in inflation and volatility. Since these surprises came to fruition in February, we decided to step back and interpret what they might mean for the rest of 2018.

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Morgan Stanley IM: Secular Stagnation: R.I.P.