Europe
Given the divergence in monetary policy on either side of the Atlantic, euro-zone interest rates are likely to be pulled in two directions. The most likely scenario for 2016 would be a slight upward...
View ArticleAsia Pacific
The search for yield is likely to remain a theme for 2016 and will provide a constructive backdrop for Asian credits. With relatively better overall fundamentals and technicals, we expect Asian...
View ArticleGlobal
The Federal Reserve indicated that its base scenario is that growth will continue and underlying domestic inflationary pressures will rise. However, market participants appear to believe there is a...
View ArticleEurope
Politics are likely to be a source of volatility for European equities during 2016, given the uncertainty caused by the recent Spanish election, the ongoing Greek debt problems and the upcoming Brexit...
View ArticleUS
Real GDP growth appears to be decelerating, and households are lifting their savings, rather than spending the windfalls afforded by lower energy prices. Company earnings are slowing and the prospects...
View ArticleAsia Pacific
Japan was the best performing market in Asia Pacific in 2015, recording returns approaching double digits. Elsewhere, markets tended to fall. After a volatile 2015, the focus in China will be on...
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