CIO View: Passing the Policy Baton
Overview
The December issue of CIO View includes key economic indicators and articles:
- Closing the Investment Gap: Since 1990, net investment rates—that is, net investment relative to GDP—have plummeted in developed economies. These rates fell sharply during the financial and economic crisis in particular. Even today, five years after the financial crisis, the capital stock is growing slowly.
- The Big Picture (forecasts): The divergent directions in monetary policies in Japan and the Eurozone compared with the United States will likely be reflected in the development of equity and bond markets.
- Investment Traffic Lights - Tactical and strategic views
- High-Conviction Ideas: Selected investment ideas to complement wealth-management clients’ portfolios
- as well as commentary on traditional and alternative asset portfolios