We surveyed the state of the markets on behalf of multi-asset, fixed income, equity, and private market investors around the world. We found that all of these markets are ripe for change – and the catalysts, though not immediately evident, are everywhere. Political winds are shifting, with volatility rising out of some developed market middle classes. Policymakers are now starting to join central bankers’ quest to put the global financial crisis firmly behind their economies. Nominal returns for many areas of the market will be lower – and volatility higher – than investors have become accustomed to.
Investors are beginning a new chapter in 2017. Learn how we are positioning for it.