Chief Investment Strategist
January 3, 2017
To best view Citi Private Bank's site and for a better overall experience, please update your browser to a newer version using the links below.
US policies under the Trump administration could have a significant impact on growth and markets globally, creating both risks and opportunities for investors.
Central banks’ monetary easing has played a major role in extending the global economic recovery to date. But now, a shift away from monetary easing towards fiscal stimulus could help accelerate the pace of expansion.
These are translations of an English language document that has been prepared on a best-efforts basis. It is provided for your convenience and does not substitute or amend in any way the applicable document in English which is the only official version of this document. In the event of inconsistency between any of the terms of the English language document and this translation, the English version shall prevail. Nether Citibank/Citigroup nor any of their affiliates makes any representation as to the accuracy, reasonableness or completeness of the translation, or accepts liability for any direct or consequential losses arising from its use. Please click here for a copy of the English language document.
While we underweighted equities last year, we identify several markets and sectors that still look attractive. In fixed income, where we have we reduced our underweight, we also see various investment opportunities globally.
Although there is a risk to fixed income if interest rates continue to rise, we still see investment opportunities in certain assets.
Despite high, late‑cycle valuations, we still see compelling reasons for selective investments in private equity and real estate.
Increasing investment on infrastructure could help revive flagging global demand, enhance potential growth and create potential opportunities for investors.
Technological progress continues to challenge many traditional business models. Investors need to consider their portfolios in light of this.