Quarterly Outlook: Gaining Traction

Press release -

The global recovery is accelerating. Central banks are on track to return to more-normal monetary policies. The surrounding volatility is an opportunity to buy growth-oriented equities. In particular, ABN AMRO Private Banking recommends targeting small and mid-size companies in the United States and Europe.

Quarterly Outlook

The global recovery is accelerating. Central banks are on track to return to more-normal monetary policies. The surrounding volatility is an opportunity to buy growth-oriented equities. In particular, ABN AMRO Private Banking recommends targeting small and mid-size companies in the United States and Europe.

Didier Duret, Chief Investment Officer, said: “Investors face a dual challenge. First, higher rates on cash deposits are a distant reality. They will certainly not occur before the end of 2014, given the US Federal Reserve’s planned gradual departure from quantitative easing. The second challenge is to effectively harness the momentum of the global economic recovery currently gaining traction in the US and, even to a certain extent, in the eurozone.”

The Quarterly Outlook Q4 2013 provides the inside track on a practical, medium-term approach to investing in the face of these challenges. Despite advising a strong underweight in bonds, the bank recommends using high-yield bonds and lower-quality investment-grade bonds as interest-rate shock absorbers. Growth currencies, such as the US dollar and Swedish krona are favoured developed-market currencies; in emerging markets, the Mexican peso, Polish zloty and Chinese yuan are preferred.

Quarterly Outlook Q4 2013

Quarterly Outlook Q4 2013 webcasts

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