Financial Markets Monitor Third Quarter 2014
Overview
This commentary presents the issues that will impact on the financial markets in the third quarter of 2014. Some highlights include:
The Economy
- U.S. poised for stronger growth
- Energy prices a risk to the outlook
Policy
- Desynchronized monetary policy ahead
- Policy has compressed yields on income vehicles around the world
Valuation
- Navigating a mature bull market
- Brightening prospects for hedge funds and active managers
- Valuing the emerging markets