Global Funds Outlook 4Q17 | Still sunny in Emerging Markets. Clouds in the horizon?

In 4Q17, solid net inflows to Global Investment Funds (GIF) continued to decelerate, but only slightly backed by global factors: macro outlook, oil prices and subdued volatility. Inflows to GIF shall continue to cool down as the unwinding of central bank balance sheets starts draining liquidity off the markets. Our baseline scenario assumes a smooth normalization process.

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