This is the fourth issue of Segal Rogerscasey Canada's detailed annual publication summarizing the firm’s outlook on the macroeconomic environment and specific investment opportunities for the next 12–18 months.
Uncertainty about the economic future has given rise to an unusually broad consensus of opinion on the likely direction of markets — and investors may want to “wait with the crowd” until there is greater clarity. Key macroeconomic factors at play in developed economies (the U.S., the Eurozone, Japan and the U.K.) and emerging markets (China, Brazil, Russia, India and others) are discussed. The publication also includes comments on specific opportunities within equities, fixed income and alternative investments.
This Investment Outlook will be followed by quarterly updates throughout 2016.