Where Next for Policy, Profits, and Prices?

The world’s largest central banks are signaling a coordinated retreat from emergency level monetary policy settings:

1) Does this pivot reflect stronger global growth or will it prove immediately restrictive?
2) To what extent will earnings growth allow global equity markets to keep rolling with the political punches?
3) What signposts should investors watch for a signal that it’s time to de-risk portfolios?
4) Given the recent shift in monetary policy bias, how should investors position fixed income allocations?

Listen to my Webcast replay here.

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