All Asset Outlook 2015: The bright side of growth

by Bill McQuaker and Paul O’Connor of Henderson Global Investors, 12/31/14

Bill McQuaker and Paul O’Connor, Co-Heads of Multi-Asset, assess the macroeconomic backdrop, how it could impact financial markets in 2015, and how this is driving their positioning. Global growth may have disappointed as 2014 comes to an end, but looking ahead to the new year the Multi-Asset Team sees scope for a positive growth surprise, due in part to reduced fiscal tightening and less bank de-leveraging, oil price effects, and supportive central bank policy.