In het recente IMF rapport over de economische ontwikkeling (World Ecomic Outlook April 2017) wordt een gematigd positief beeld van de groei voor de wereld economie geschetst. De verwachtingen zijn positief: een hogere groei in 2017 én 2018 gedragen door meer optimisme van producenten en consumenten dan eerder voorzien. Maar gemiddelden zeggen niet zoveel, zeker niet voor actieve beleggers. 

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