Notebook: Q1 2017 performance data

The end of each quarter is invariably the cue for a wave of data and analysis from sellside strategists. Here are a couple of extracts from two of the best in the field, Andrew Lapthorne at Soc Gen and Jim Reid from Deutsche Bank, which subscribers might find of interest. The top line is that Q1 2017 has been a positive and surprisingly benign one, given all the geopolitical turmoil around the world.

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