THE PATH TO NORMALISATION

AROUND THE TABLE | AUGUST 2017

As we embark on the path from monetary stimulus to policy normalisation, questions remain around the impact this is likely to have on markets.


Latest economic data supports the notion that a supportive environment can continue for the foreseeable future. However, several factors have changed at the margin as central banks look to normalise monetary policy. This could have a major impact on markets going forward.

Although the risk to financial markets has seemingly increased, equity markets appear to be ignoring it, while sovereign fixed income markets are more sanguinely placed.

We invited some of the brightest economic and investment minds in the business to discuss and debate these macro-economic issues at our latest Crestone Investment Forum. Their diverse views provide rare insight into the complex array of market forces currently at play and, at a time of unprecedented change, critical guidance for investors.