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.

The contents are provided for informational and educational purposes, and are not intended to provide specific individual advice including, without limitation, investment, financial, legal, accounting or tax. Please consult with your own professional advisor on your particular circumstances.

Written by

Andy Kochar, CFA

Associate Portfolio Manager

AGF Investments Inc.

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