Investment strategy: Global growth to support equities

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Given a more positive outlook for global growth, the Investment Committee increased the allocation to equities.

After increasing the allocation to stocks in October, the Investment Committee believes that the positive conditions that were identified then have strengthened. The equity allocation was further increased at the committee’s meeting on 17 November.

The continued conviction in equities as an engine of portfolio growth is based on a combination of improving fundamentals, stabilising market conditions and expected fiscal stimulus in the US. Moreover, the result of the elections in the US and the market’s response reinforces the positive environment for stocks. 

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