2015 1st Quarter - Key Themes
Each quarter we produce a market review based on the key themes discussed at our Strategic Asset Allocation Committee. This quarter's key themes include:
- Let’s get political: Market uncertainty and the general election
- What’s in a number? Disinflationary boom or deflationary bust?
- Pick a winner: Selective opportunities in emerging markets
- A world of two halves: Global monetary policies are diverging
- Sliding down: Lower oil prices create winners and losers
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