Quarterly Outlook – Q3 2015
After a period of benign markets, the twin-headed hydra of a Greek Scylla and a Chinese Charybdis have wreaked havoc in the equity, bond and commodity markets. And what about the Fed? Soon we will face the first US interest rate hike in almost a decade. Is it time to batten down the hatches or is this all just a storm in a China tea cup?
Keep calm, have an ouzo and read on to find out our predictions for global economies, politics and asset class valuations.