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 […]