Our Investment Themes 2018
Here is our view of the key investment ideas and opportunities for 2018 and beyond, underpinned by our belief that global growth looks increasingly broad based by geography and sector.
Over the past year, the increasingly vibrant health of the world economy has become more evident and we expect roughly more of the same for 2018. As a result, we believe stocks will continue to outperform bonds over the next year. We also look at how to take advantage of the Fourth Industrial Revolution, the emerging potential of impact investing and the sectors and countries we think will do well.
Investments can fall as well as rise in value. Your capital or the income generated from your capital may be at risk.