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US dollar strength to affect path of Fed rate rises

This article is part of
Winter Investment Monitor - December 2015

In terms of risk assets, pro-cyclical ECB quantitative easing, alongside a weak currency, will provide additional stimulus to euro-area growth and should be supportive for domestic equity markets. For other regions, the Fed’s actions in the fourth quarter will dominate asset performance.

Thushka Maharaj is global strategist, multi-asset solutions at JPMorgan Asset Management