The health of the world economy

Is there still room for growth?

As we watch Bitcoin’s dramatic ascent, we wonder whether the increasing consensus on the world economy and the continued outperformance of stocks over bonds should be trusted.

The rally in risk assets has been accompanied by record lows in realised volatility. Our five key lead indicators tell us that we should expect roughly more of the same from the world economy in the coming year.

In this video, Will Hobbs, Head of Investment Strategy, tells us that more testing times lie ahead, but the lessons of the past continue to be useful in guiding us in the right direction. For medium-risk clients, that’s still a well-diversified portfolio that leans, both tactically and strategically, towards stocks and away from bonds.


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