Equities: Look East for Alpha in a Low Beta World

Overall, we see 2016 as another year in which monetary policies – and now fiscal policies, too – encourage investors to stay in developed markets. Within equities, our favorites remain Japan, Europe, Mexico, and India. Within fixed income, our preference is moving lower in quality. And in private markets, we still find value in timber and private credit. All told, we are heading into a period with more and bigger winners and losers.

Read the 2016 Multi-Asset Outlook to learn more about the forces that will affect markets and where else we expect to find opportunity.

Download the complete white paper at the link beneath Related Files

Supporting documents

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