Investment Strategy: Still on course

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Economic growth across the globe continues to be strong, central bank policies remain supportive and company fundamentals are solid. Despite the positive features of the investment environment, it is admittedly less rosy than last year. But it has likely shifted only from great to good.

The downgrade in sentiment is largely owing to 2018 witnessing an increase in market volatility, increased geopolitical tensions and Europe’s economy having hit a soft patch – although it is not expected to become more serious. 
 
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