Investment Strategy - January 2017

Investment services - 1/23/2017

2017 will not be for the faint-hearted. Portfolio construction and a proper understanding of risk, both obvious and unintended risks, will be key.

The latest Investment Strategy is now available. 2016 is certainly going to be remembered as a game-changing shock year, and it seems equity markets are already partying, fueled by Trumpism which will nudge up growth, inflation and the US dollar and generally be positive for equities, especially US domestic companies.

Political uncertainties will continue to create volatility and opportunities in 2017.

The key messages of this new edition are:

  • We favour equities over bonds

  • Economic growth outlook improves

  • Developments affecting the US dollar should be monitored

  • Political uncertainties will continue to create volatility and opportunities in 2017

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