BNPP IP: Investment Outlook for the rest of 2016

Daniel Morris, Senior Investment Strategist presents his views and his outlook for the rest of the year:

EUROPE - The similarities include above average equity valuations, feeble earnings growth, and low volatility indices, suggesting complacency about global risks.

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UNITED STATES - When it comes to the US investment outlook, the outcome of the presidential elections will almost certainly rise to the top of investors’ list of concerns soon, bumping discussions about the timing of the next interest-rate move by the Federal Reserve to second spot.

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JAPAN - Even though foreign sales represent a smaller share of total corporate revenue for the MSCI Japan index than they do for the MSCI Europe index, the key driver for Japanese equity returns since the global financial crisis has been the value of the yen.

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EMERGING MARKETS - Could the chronic underperformance of emerging market equities of the last six years be coming to an end? There are reasons to be optimistic, in our view.

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