The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.
Steve Cordell sees the business cycle remaining in the expansion phase in 2016 and discusses why economically-sensitive domestic consumer stocks should fare well in Europe.
The coming year will lay the foundation for attractive entry points to add risk in Asian bond markets, particularly once the US Federal Reserve (Fed) signals its trajectory for interest rate hikes.
Against a backdrop of sluggish economic growth and anaemic earnings, the importance of bottom-up stock selection becomes even more imperative for 2016.
The potential for higher interest rates in 2016 is unsettling some investors, but we believe the right real estate securities are supported by a number of other factors.