Investment Strategy: Adjusting to Changing Conditions

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The rout in equity markets has investors looking for answers. The big questions relate to recent market performance, economic growth and recession risk.

The decline in stock markets seen around the world that started in October and gained traction in December has been linked to uncertainty regarding a potential trade deal between the US and China, the profit outlook for US companies, fears over economic growth, the price of oil and questions from October regarding a possible lack of accommodation from the US Federal Reserve as it pursued a path of hiking interest rates.

Download the latest Investment Strategy​ below for more details.