Our annual forecasts provide a useful framework for the coming year and underpin our investment strategy. However, we don’t regard these predictions as written in stone; our outlook necessarily evolves when market and economic developments warrant a change.
Concerns about slowing economic growth in China, coupled with supply overhangs in many key commodity markets, have weighed on share prices in the mining industry. But bargains abound for income-seeking investors with the patience to wait for a recovery.
According to the Water Research Foundation, the 30 largest US municipal water systems will need to spend $88 billion on infrastructure over the next decade to ensure safe water supplies for the communities they serve.
With the US economy humming along, investors should regard recent weakness as an excellent buying opportunity. We highlight a simple but effective stock screen to identify pockets of strength that have outperformed in up and down markets.
The vaunted diversification offered by exchanged-traded funds (ETF) dilutes your potential upside by offering exposure to a mix of winners and losers. Investors seeking differentiated performance should focus on building a balanced portfolio of individual stocks.
With the European Central Bank planning to start buying bonds and asset-backed securities, cyclical stocks represent the best bet for value-oriented investors seeking exposure to the Continent’s comeback story.
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