Risk-on in Europe
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Insights and Market Perspectives

Risk-on in Europe

Author: Andy Kochar

July 31, 2017

Andy Kochar discusses why the current economic backdrop in Europe is supportive of risk assets. The upcoming Jackson Hole Symposium will be closely watched as a source of repricing risk if Mario Draghi is perceived excessively hawkish. In the U.S., we keenly await specifics surrounding the U.S. Federal Reserve’s plans for balance sheet reduction.

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Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.

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