Investment Clock insights

Climbing the wall of worry


Trevor Greetham

16 December 2016

Everyone is fixated on the two big political shocks of Brexit and Trump but in many ways the most significant development in 2016 was China turning inflationary for the world after five years as a disinflationary influence. We’re positive on stocks and negative bonds. We like Japanese equities most and European equities least. Commodities may start to do better given the upturn in growth and have been surprisingly resilient to recent dollar strength.

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The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get back the amount originally invested. The views expressed are the author’s own and do not constitute investment advice