The Group Asset Allocation Committee of KBL European Private Bankers is pleased to share with you our views on the 2018 global investment outlook

As you will read in the following pages, we believe that, despite an array of political challenges, Europe’s economic fundamentals are increasingly strong and its growth outlook positive. At the same time, there are plenty of risks to the long boom in global markets and the sustained expansion of the world economy. We examine the factors most likely to keep investors up at night in 2018.

Meanwhile, fast-growing and highly profitable Asian tech firms are presenting serious challenges to the dominance of Western household names. We ask whether the future will belong to the likes of Amazon or Alibaba.

We then turn to inflation – or, more precisely, the lack of it – and look at the structural forces that have so far prevented liftoff. As we anticipate rising inflation expectations in 2018, we review appropriate investment strategies in such an environment.

EUROPE: NEW PERSPECTIVES FOR AN OLD CONTINENT

From the core to the periphery, despite an array of political challenges, Europe’s economic fundamentals are increasingly strong and its growth outlook positive

RISKS: THE KNOWN & UNKNOWN

There are plenty of risk factors that could threaten the long boom in global markets. What’s most likely to keep investors up at night in 2018?

ASIAN TECH: ENTER THE DRAGON

Fast-growing and highly profitable Asian tech firms present serious challenges to the dominance of Western household names. Will the future belong to the likes of Amazon or Alibaba?

INFLATION: WHAT GOES DOWN MUST COME UP

Loose monetary policies may have lifted economies worldwide, but they’ve failed to boost inflation. Where has it gone, and when will it come back?

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