Outlooks 2017


25JANV. 2017

Outlook 2017: Emerging market debt relative

2017 may prove a challenging year with consensus expecting a firm US dollar; however any change to this view could see a considerable rally and fundamentals for many emerging markets have improved.



23DÉC. 2016

Outlook 2017: US small & mid cap equities

It remains to be seen what President-elect Donald Trump will actually do but his victory does seem to argue for investments in more US-centric parts of the market. We do believe he will achieve many of his goals but they seem to be close to fully priced in.

23DÉC. 2016

Outlook 2017: US equities

We are constructive on the outlook for US equities given stable economic growth, predicated on sustained strength in the consumer whose forward propensity to spend appears strong.

22DÉC. 2016

Outlook 2017: Greater China equities

Despite policy uncertainty, the region still offers promising long-term opportunities.

20DÉC. 2016

Outlook 2017: Emerging market debt (absolute return)

In the challenging bond environment of 2017, selected local currency government bonds could offer the best opportunities to generate attractive returns within the asset class. An investment approach combining flexibility, selectivity and downside protection, however, is crucial.

19DÉC. 2016

Outlook 2017: Asia ex Japan equities

Select long-term opportunities are still present in the region as we prepare to "expect the unexpected" in 2017.

16DÉC. 2016

Outlook 2017: Emerging market equities

The outlook for emerging markets is positive but uncertain global politics will potentially increase market volatility.

16DÉC. 2016

Outlook 2017: European commercial real estate

Individual cities, rather than countries, should be the focus for commercial real estate investing in 2017.