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The world’s most important central banks continue to support economic recovery, but their policies have created confusion among investors. We think this creates potential risks and opportunities.
With the bottoming of the oil price at the beginning of the year, and subsequent rebound to current levels, we have also shifted our asset allocation to take advantage of the latest trends in emerging markets and commodities, as we explain in Navigating emerging markets and Our highest conviction views for 2016 -revisited.
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Extending the Cycle
Central banks are seeking to extend the economic recovery, but their intentions have generated confusion.
Our highest-conviction views for 2016: revisited
Navigating emerging markets
We see emerging-market investment risks as having shifted somewhat away from Latin America towards Asia.
Politics: unusual times
Unusual political trends could shape global economic and market outcomes in 2016 – and beyond.
Selectivity is key
Recent market corrections have seen large, fundamentally-driven divergences in asset-price performance. These create potential opportunities for active managers.
