«Barclays»: developed markets will lead the first quarter 2016 growth opportunities
«Barclays»: developed markets will lead the first quarter 2016 growth opportunities
2912 2015
Based on the results of the report «Compass» new
Developed market equities offer promising prospects for growth, but the growth of emerging market bonds still weak
The need to focus on investment portfolios away from equities resident bond markets higher than their real value
«Barclays» Bank yesterday issued its report for the first quarter of 2016 about wealth and investment management, entitled «Compass», which aims to provide investment recommendations to investors around the world, including the Middle East and North Africa.
The report, which focuses on the major asset classes in the world, for the allocation of a strong share of global equities compared with fixed-income investment portfolio. In stock portfolio ratio, developed markets stocks report preferably with a particular focus on Europe, which are companies with significant opportunities to rebound again, warning at the same time that the border closure in Europe might affect the profits of some companies.
While the report allocated to reduce the proportion of fixed-income investment portfolio, it recommends the allocation of this reduced rate of government bonds issued by developed country compared to bonds of higher-yielding bonds and bonds of emerging markets investment category.
The monitoring report many of the risks facing fixed income instruments, particularly in the US market, which is expected to see a rise in the deficit associated with the energy sector levels, as a result of lower oil prices.
Tactical asset
For emerging markets stocks, continued to report «Compass» tactical allocation of the weight low for this category of assets, so in the short term, but maintained a positive vision of a long-term commitment to these markets, thanks to the demographic characteristics of these countries. It is worth mentioning that the «Commission customize tactical assets» in «Barclays», which includes portfolio managers and senior strategists in the field of investment, still monitor opportunities selectively in emerging markets, particularly in the «Morgan Stanley Capital International Chinese shares index.»