Strong economy, but potentially unsettled markets in 2016
NEW INVESTOR BRIEF: While 2016 appears to be shaping up well for the global economy, pronounced market fluctuations may occur.
2016 could potentially be a great year for the global economy. Nevertheless, US monetary policy and declining oil and other commodity prices could cause problems for risk assets, such as global equities and corporate bonds.
“This is also why we are starting out in 2016 with a limited positive exposure to risk assets, and why we to a greater extent than normal in the coming year expect to generate return via the active selection of regions and sectors instead of simply overweighting, for example, global equities” says Danske Invest’s chief analyst Bo Bejstrup Christensen.
In the new Investor Brief from Danske Invest, Bo Bejstrup Christensen assesses the macroeconomic outlook and the prospects for the financial markets in the coming year.
SEE THE NEW INVESTOR BRIEF HERE.