GSAM expects the long post-crisis economic recovery to continue in 2017 and prefers equities over credit and credit over rates. Broadening exposure beyond conventional stocks and bonds, identifying opportunities in emerging markets and deploying more dynamic asset allocation strategies are some ways to adapt.
The Year of the Dynamic ETF With the world digesting the surprising results of the 2016 U.S. Presidential Election, the team at IndexIQ has turned their thoughts to next year and their top five ETF-focused trends and insights for 2017.
Certain economic concepts have been a source of frustration to investors over the years. The movement of bond prices up or down to bring existing bonds in line with prevailing interest rates would be one example.
Among the highlights in our global cyclical outlook: We expect economic growth to remain moderate this year, but slightly better than 2016, and fiscal stimulus should move into the spotlight.
2016 played host to the unexpected with the U.S. presidential election and Brexit vote. 2017 will bring its own events that could have consequences for global markets.
As the year winds down, our weekly commentaries have reviewed how 2016 forecasts played out, and we do the same this week with a review of fixed income.
The holiday season is here, and so is the deadline for gifting contributions to 529 accounts — an attractive opportunity for those wanting to ease the soaring cost of college for family members.
Donald Trump took the world by surprise in winning the U.S. presidential election.; While the Trump triumph and ensuing policy conjecture held the spotlight, a flurry of positive economic releases globally signaled solid fundamentals.; Risk sentiment built, particularly in the U.S.
It's not unusual for a new year to bring changes. But 2017 may be particularly noteworthy. Topping the list is a new U.S. president and Republican-controlled Congress, bringing the prospect of a new direction for many policies, regulations and legislative priorities. Elections and leadership changes also are on the calendar in several major countries, including France, Germany and China. What may not change next year are the geopolitical tensions that continue to pressure several regions around the globe.
Our base scenario depicts the stable continuation of a US-led global recovery, with modest levels of growth being maintained and no recessionary dip.