Global Investment Management Quarterly Strategy Letter 2016 Q3

In this quarterly investment insights report—“The Economic Case of Dr. Jekyll and Mr. Hyde”—is an examination of the uncertainty in the financial markets. It identifies and delves into key themes for investing in the current environment. The main concerns for investors revolve around the rising U.S. dollar, monetary policy changes and the probable introduction of fiscal stimulus, and the path of earnings. Deciphering these themes will be important to investors, and only time will tell how they play out.