CIO Insights: Rhetoric Into Reality

Governments and individuals now have to deliver on the promises that they have made. In other words, the rhetoric of last year has to be translated into policy and investment reality. Investors may also have to get used to a world characterized not only by divergence, but also by a continued threat of disruption. We are living in a complex world but investors should not assume that events are so unpredictable as to be impossible to prepare for. Looking at the economic and political landscape, 10 key investment themes emerge for 2017.