As we did in our 2016 Outlook, we begin the 2017 Outlook with a run-down of key themes and assets we pointed to last year and review how those predictions played out in this year’s tumultuous markets.
We then present our key market predictions and forecasts for 2017, outlining marco-economic trends and the individual shares we have allocated to benefits from these themes.
Request the 2017 Outlook to discover:
⇒Review of 2016 themes and investment ideas
⇒Macro-economic themes for 2017
⇒Geographical targeting of developed and emerging markets
⇒Individual shares to benefit from political and monetary policy
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