Global Outlook and Strategy September 2016: Complex, Complicated and Confusing

Key Points:

  • We maintain an overweight to cash which is now more strategic rather than tactical
  • Long-term asset class returns are expected to trend lower than in the past
  • There is a high degree of uncertainty regarding central bank policy
  • Most asset classes are fully valued
  • There is value to be found in private markets and select boutique sectors in property

Click here to read the Global Outlook and Strategy September 2016: Complex, Complicated and Confusing. For more information please contact us on (02)9239 9333.