Is global growth the biggest threat to investors?

Question: when is strong global economic growth likely to cause investors a serious headache? Answer: when financial markets have become so reliant on prolonged quantitative easing (QE) by central banks that to remove it would cause a horrible shock. In other words, the risk that investors are not focused on at the moment is of monetary tightening to fend off the threat of inflation. That was the ironic warning delivered by Garry Evans, global head of equity strategy within HS…