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GLC’s 2018 Mid-year Capital Market Outlook
Highlights of GLC’s Outlook include: - A detailed assessment of the market opportunities and expectations for Canadian, US, international equities and fixed income and currencies
- Why the increase in bond yields and the equity market check-back are constructive moves that improve our outlook for both asset classes in the back half of 2018
- A recommended asset mix that keeps equity exposure to participate in stock market growth without stretching ones’ risk tolerance
- Recommendations for broad and diversified geographic and sector allocations – favouring Canadian and US equities over UK and emerging markets, and neutral exposure to Europe and Japan
- A modest outlook for fixed income total returns, but a recognition for why the attraction of fixed income as a risk-mitigation tool has, and continues to, increase
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