“Chances are that equity risk and opportunity continue to become more sector and country-specific than in the past. An investment approach focused on sectors and emerging trends might be advantageous in this environment.”
Quantifeed Senior Quantitative Strategist, Gaudi Schneider
“Global equities and Trump”
By ifa, 3/2/2017
What Donald Trump, rising interest rates and more will mean for global equities amid a growing investor appetite.
The past year in global equities has seen a surprising turn of events.
The lead up to 2016 was filled with pessimistic views from analysts, who believed much of the volatility from 2015 would creep into the new year.
And it did – at least for the first half of 2016. According to research from Colonial First State Global Asset Management, investor confidence in equities fell by a total of 29 per cent in the months between January and May last year.