2016

Global Investment Outlook

At a time when stocks and bonds are highly correlated, investors must rethink their approach to diversification

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ALTERNATIVE OPPORTUNITIES

Non-traditional asset classes are likely to hold special appeal in 2016 as part of a broader effort to achieve balanced portfolios

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europe

Annual eurozone growth should approach 2% in 2016, supported by low energy and commodity prices, a relatively weak euro and attractive financing costs

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united states

The US economy should expand by 2.5% in 2016, driven by a strong services sector, lower unemployment and slightly rising wages

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japan

The Asian nation has the potential to rebound over the next 12 months because of changing policies and especially due to more positive corporate dynamics

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emerging markets

Led by service-sector expansion and increased consumption, this year should mark the beginning of recovery for non-commodity exporting emerging markets

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equities

While the outlook for global equity markets is modestly positive, they will continue their roller-coaster performance; European and Japanese shares will prove most attractive in 2016

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fixed income

Following a 30-year bull run, the bond market appears to have finally run out of steam, but the asset class still offers some interesting opportunities

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commodities

After more than four years of decline, commodity prices may have finally hit bottom, but the climb back up will be slow, difficult and uneven

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currencies

The great dollar bull run of 2015 is unlikely to be repeated over the coming 12 months, leading to a more stable EUR/USD cross rate

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