The 2016 Investment Outlook – Our Selection of the Best Papers
Happy New Year! How will 2016 play out? Will the US fall back into recession in response to tighter monetary policy? Will wage pressures return and inflation re-awaken? Will bond yields rise with the reversal of QE? Can high PEs around the world be sustained?
Opinion is divided, but of course some arguments are more convincing than others. Below you will find a selection of reports from banks and asset managers setting out the 2016 investment outlook as they see it. The best reports (in our humble opinion) are at the top of the lists.
2016 INVESTMENT OUTLOOK
UNDERSTANDING THE BUSINESS CYCLE
LONG-TERM RETURN FORECASTS
ANALYSING SECULAR AND DEMOGRAPHIC TRENDS IN ECONOMIES AND MARKETS
THE COMMODITY CYCLE
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