"When you're testing to see how deep water is, never use two feet."
- Benjamin Franklin
As investors size up the new year, monetary policy remains a familiar theme. Right now it’s fairly accommodative worldwide. Despite recent increases in North America, interest rates hover near historic lows. Broad economic growth hasn’t yet translated into inflationary pressures. However, we believe the expectation for higher inflation will influence markets going forward. We also think central banks may begin going their separate ways in setting policy as growth and inflation expectations become more localized.
Vincent Tonietto - Vice President, Portfolio Manager
MARKET COMMENTARY
01.30.2018 Ian Riach, Chief Investment Officer
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01.30.2018
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