What worked well from an asset allocation perspective during the stall-speed regime is unlikely to offer strong risk-adjusted return moving forward. While academics have demonstrated that asset classes tend to maintain generally consistent Sharpe ratios over long periods, these averages may not hold true under different market regimes, which can, at ...
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Top geopolitical analyst Ian Bremmer sets out his views on the biggest risks for 2017 https://www.savvyinvestor.net/node/1008933
Some great papers on the 2016 Investment Outlook - https://www.savvyinvestor.net/search/all-results?keywords=2016outlook
Further commentary from Gavyn Davies on China's falling FX reserves and "quantitative tightening" https://www.savvyinvestor.net/node/771942
Remember Byron Wien's yearly list of "surprises"? See Don Stammer's X-Factor events for 2015 - https://www.savvyinvestor.net/node/662884
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