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.

Written by

Andy Kochar, CFA

Associate Portfolio Manager

AGF Investments Inc.

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