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ANZ Annual Outlook 2014

Key findings:

We expect 2014 to be a year of transition for the global economy and financial markets. Better economic growth is anticipated, with a move back towards trend. However, with US policy makers now embarking on the long road towards policy normalisation, we are likely to see a greater balance between return and risk in 2014. In this environment, fundamentals would probably become a more dominant driver of markets.

Markets Monthly

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