Macro-economic trends of the last eight years have been turned on their head. Interest rates are now rising in the U.S.; policies in some of the biggest developed countries are shifting away from monetary easing and toward fiscal stimulus; reflation is replacing deflationary concerns in many countries and globalization is retreating. Morgan Stanley Investment Management’s leading asset managers spoke to 400 clients about the ramifications for investing in 2017, at its recent Global Investor Conference in New York. Here are some of the themes that were discussed.
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