Investment Strategy Insights: A Better Prognosis

We are seeing positive in inflection points that we think bode well for 2017. Markets have been dealing with deflaationary forces ever since the crisis.

The US and Europe have been deleveraging, with their tepid consumers drying up export markets for Asia. Post 2012, China began throttling back the speed of its debt-led growth. Without this commodity-intensive, infrastructure-oriented demand, commodities collapsed, spreading pain to Latin America, Canada, Australia, and the Middle East. Fortunately, the twin engines of global growth, the US and China, are now both slowly inflecting upward.

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