Global Outlook & Strategy: December 2015 “Debt, Deflation and Deleveraging”

Key Points:

  • Global aggregate debt levels remain elevated
  • Global growth will likely remain subpar
  • Deflationary forces imposing themselves
  • Valuations are more reasonable although not compelling
  • Future returns are likely to be structurally lower
  • Alternatives and cash remain important until clear value presents itself

Click here to read  Global Outlook and Strategy December 2015 “Debt, Deflation and Deleveraging”. For more information please contact us.