Compass February 2014

Compass February 2014

  • 28/02/2014

In 2014, we see the global economy gathering a little momentum, and growing in a more synchronised fashion; and we think that investments which benefit from growth, as opposed to safe haven assets, should continue to account for the lion’s share of returns. We doubt, however, that the gap between the performance of developed stocks and other asset classes will be as wide this year as last.

Macro update: growing pains
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