News stream dominated by politics, equity return forecasts revised downward

8 October 2018

Autumn has arrived, and the holiday season is over also in Central Europe and in the US. The news stream is dominated by politics. In addition to Italy’s latest political intricacies, we will look into the impacts of the Fed’s September meeting on the interest rate environment and emerging market investments. We will also review the equity market’s autumn outlook and the changes made in the portfolio and their grounds, taking into account the future investment environment.