Altair Insight—2016 Q2 Market Review: Perplexity

Heading down the backstretch of 2016, the status quo brings to mind the title of the old comedy routine “Everything You Know is Wrong.” It seems that the capital markets have adopted their own version of augmented reality in a topsy-turvy year. Bouts of volatility are likely in the second half, and risks appear elevated in a world of slowing growth, structural cracks and political fissures. Five topics of note contain further views on Brexit, the election, and surprising market trends.