2016 – An American classic – a closer look at the year that was.
Deflation to reflation – if bond yields continue to rise then deflationary strategies that worked in years past are in trouble, while reflationary strategies will be the winners.
Economically, the cycle is strong – The data globally has been improving over the past six months and our market cycle model continues to favor a continuation of the current cycle.
Bring on the big “G” – Populist votes are triggering many governments to back off austerity and to turn on the government spending taps.
Is it finally time for the return of Capex? There are many positive indications that we could see a strong rebound in capex this year.
Investment risks for 2017 – Three things to watch out for this year.
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