Investing in a new era: Reflation, Rotation and Risks
In 2017, the global economy and investment markets are expected to experience fundamental changes. Citi analysts expect global growth to rise 2.7% in 2017, driven by an increasingly expansionary fiscal policy in the Developed Markets (DM) and stronger Emerging Market (EM) growth.
Higher inflation is expected to accompany an increasingly expansionary fiscal policy. This puts a pause to the extraordinary monetary easing cycle which we have seen across the developed economies since the Global Financial Crisis. However, outside of moderate rate rises in the US, other DM central banks are unlikely to raise rates any time soon. EM is expected to grow 4.3%.
During 2016, the Leave vote in the UK’s EU referendum and the US election outcome reflected the rise of anti-establishment and anti-globalisation sentiment. Elections in Europe may raise these political risks in 2017.
Given the changes in the global growth outlook and policy mix, investors may like to review their portfolios in light of the potential risk and opportunities that 2017 brings. Please contact you relationship manager to discuss what the developments in the financial markets could mean for your individual portfolio.
Politics and Policies
Political and economic changes have had important implications for investors that can impact their investment portfolios. Citi Analysts expect a widening of bond yields in 2017, and they recommend that bond investors shorten their bond duration.
Citi Outlook 2017: Reflation, Rotation & Risks
Last year’s UK referendum and US presidential election were surprising and in fact, little short of unforgettable. The results now behind us, what lies on the investment horizon for 2017?
On 2 February in London, our specialists will present Citi’s Outlook for the year ahead. We’ll also be hearing from key fund house partners, who’ll discuss the risks and prospects that lie in store for your investments.
Please register for the event via your Relationship Manager. If you are interested in becoming a Citigold client and would like to register your interest for the event, please call 0207 500 1992 (9AM – 5PM Mon-Fri).
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