Segal Marco’s Q2 update to our 2017 Investment Outlook helps you put the optimism we are seeing in the markets in perspective by providing our near-term views on the world’s economies and the performance of specific asset classes.
Over the next 12 to 18 months, we expect:
- The non-U.S. developed world to have returns that are somewhat ahead of expectations, as favourable economic direction combines with more reasonable pricing for stocks.
- It is going to be difficult to make much over fixed-income baseline yields in Core, either in the U.S. or the rest of the developed world.
- Whether it is low levels of inflation, substantial dry powder waiting to be put to work, or high valuations, each sub class has some element that is of enough concern to push us to a neutral perspective across the spectrum.
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