Is global growth the biggest threat to investors?

There is one risk they’re not focused on: resurgent economic growth raising the prospect of monetary tightening to fight inflation. It shows how hooked markets have become on QE.


Quick Poll

How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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December 2016/January 2017 Magazine
AsianInvestor Magazine