Global growth expectations appear to be picking up after an extended slide...BlackRock expects U.S.-led reflation (rising nominal growth, wages and inflation) to accelerate, and sees fiscal expansion gradually replacing monetary policy as an economic growth and market driver around the world. They discuss these topics, as well as the impact of technological change, the risk of a China credit bubble and the dynamics of investor risk appetite, in their 2017 Investing Outlook.
Read the key points of BlackRock's analysis. Or, download the complete commentary (PDF).
Investment Plan Portfolio Strategy Blackrock Inc Inflation 2017 China Money Manager Commentary