Our multi-asset team provides its insights on current market trends and its latest asset allocation views, focusing this month on headwinds to the global recovery and the impact of the oil price on high yield bonds.
From boardrooms to showrooms, there is growing confidence in the recovery of the auto industry. However, longer-term data suggest that, cyclical tailwinds aside, the market for automobiles in developed markets could be in structural decline.
Following recent severe weakness in crude oil markets, we assess key issues of supply and demand, both from a macro perspective and from a bottom-up, company-by-company perspective.
With growth in the global economy looking uncertain in 2015, property investment offers a number of compelling characteristics for a wide range of market environments.
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