Robert Jukes and Edward Smith, global strategists at Canaccord Genuity Wealth Management, have listed five key investment themes for the new year.
The pair expect equity markets to ‘take a pause' for three to six months, before accelerating again in the second half of the year. The five themes listed below are designed to provide investors with uncorrelated ideas for the coming year to make the most of global equity markets. Strong dollar The strategists expect growth, interest rate and inflation differentials to continue to favour the US among the G10 currencies, causing the US dollar to steadily appreciate throughout the year. "Portfolio flows favoured Europe in 2013, but with the marked equity valuation discount all but...
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