Kames Capital: Four big headwinds for investors in 2016

Concerns about sterling and gold


Investors will need to navigate a number of headwinds in 2016 as they adjust to a divergence in monetary policy, slowing global growth and steep equity market valuations, says Patrick Schotanus, investment strategist at Kames Capital.

Other significant challenges include a potential Brexit from the European Union, and continued volatility across fixed income assets if rates - and inflation - rise faster than expected. Here are Schotanus' four big headwinds which investors need to be aware of as they seek to maximise returns next year:   Sterling The debate about Britain's membership of the EU is likely to come to a head in 2016, amid a shift among the electorate towards an exit vote in the wake of the migrant crisis this year. Combined with the UK's twin deficit - the current account and budget deficits no...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Global

European-focused investment grade and high yield credit have highest inflows since April 2020.

Fixed income dominates ETF flows in July

Accounted for $32.5bn

clock 08 August 2022 • 2 min read
“Rates are going above 4% - today's number should put to bed any doubters.” - Seema Shah, chief strategist at Principal Global Investors

Further 75 basis points hike 'almost a done deal' as US labour figures beat expectations

More than double predictions

James Baxter-Derrington
clock 05 August 2022 • 2 min read
The Big Picture: What were the biggest stories from July?

The Big Picture: What were the biggest stories from July?

Recapping the top stories

James Baxter-Derrington
clock 04 August 2022 • 1 min read