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Investment Outlook May 2019

Reduced risk exposure

Summary

  • Continued good global GDP-growth at 3.3 per cent
  • Equity shares and bonds priced much higher than a few months ago

We recommend lowering the risk level to neutral. Also read our theme articles on the attraction of India, how floating rate notes can protect from interest rate risk and what the next recession may look like (which is not due yet in a while).

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