Given the weak economic data and considerable uncertainty clouding today’s landscape, I must admit to being a bit skeptical about how long the current rally in risk assets1 can last. But in the interest of staying open to alternative views, I recently listened to an economist for a major Japanese financial company deliver a refreshingly optimistic take on the global economy and markets.
1 Risk assets (such as equities, commodities, high-yeild bonds, real estate, and currencies) have a significant degree of price volatility.
Important Risks: Investing involves risk, including the possible loss of principal.
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