SPECIAL REPORT | Q4 2015

2016 Market Outlook

Welcome to Market Outlook, a selection of forward-looking views from the investment experts at BNY Mellon’s investment boutiques. One thing is predictably certain –2016 is unlikely to be dull for global financial markets, with countless questions remaining unanswered. Here, our investment professionals address the prevailing challenges and opportunities within their particular specialisms and beyond.

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December 2015

A multi-speed world

In a year marked by a series of record highs followed by major selloffs across asset classes, investors in 2015 could be forgiven for thinking uncertainty was the new normal.

VASSILIS DAGIOGLU
Portfolio Manager, Mellon Capital

MARKETS & ECONOMY
MARKETS & ECONOMY

December 2015

Outlook 2016: Increasing Divergence May Yield Opportunity

What Do You Get When You Ask Four Questions To Six Managers? Plenty Of Ideas.

"A year of political uncertainty lies ahead for the US, creating winners and losers among..."

JOHN BAILER
Senior Portfolio Manager, The Boston Company Asset Management

Quote From
Benefits Of The Campaign Trail – December 2015

December 2015

Retreating Expectations

With global growth in retreat, 2016 looks set to present the world’s central banks with a dilemma.

IAIN STEWART
Lead Manager of the Real Return Team, BNY Mellon

MARKETS & ECONOMY
MARKETS & ECONOMY

December 2015

Weathering adversity

Here Standish’s Urban Larson and Insight’s Robert Simpson ask what may be in store for the country in the year ahead.

MARKETS & ECONOMY

December 2015

The Cycle Turns

Rising volatility, increased leverage and escalating defaults all suggest a challenging backdrop for fixed income in 2016...

MARKETS & ECONOMY

December 2015

Brazil: South America’s fallen star

Host to the 2016 Olympics, Brazil’s problems find an echo in questions about the stability of its political landscape.

December 2015

Unorthodox Measures

While many developed Western economies resorted to full blown monetary stimulus in the wake of the financial crisis, Asian countries have been more restrained in their policy response.

DOUGLAS REED
Emerging Markets Strategist, Newton

MARKETS & ECONOMY

"Once seen as the crucible of hi-tech approaches to improving productivity, Japan is now better known..."

SIMON COX
Asia-Pacific Investment Strategist, BNY Mellon Investment Management

Quote From
Japan’s Productivity Paradox – December 2015

"Liquidity has become an important consideration for many bond managers and can play a vital role..."

PAUL BRAIN
Team Leader, Global Fixed Income, Newton

Quote From
Liquidity Constraints - December 2015
MARKETS & ECONOMY

December 2015

The last ‘safe haven’?

Reversion to mean is a powerful force in markets. For many asset classes currently “priced to perfection” this would represent material losses in 2016.

MARKETS & ECONOMY

December 2015

Europe's never-ending story

In the most recent instalment of the global financial crisis, forces of change have buffeted the defences of the European Union (EU), threatening to damage it...

MARKETS & ECONOMY

December 2015

The Big Issue

Standish’s Raman Srivastava and Newton’s Khuram Sharih consider how increased issuance in 2016 may impact bond market volatility and appeal.

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