Join Julian Chillingworth, CIO of Rathbones, in our opening webcast for 2016, as he discusses where our growth opportunities lie, and the key issues that will shape our investment strategy.
While investors remain fixated on the path of interest rates, economic growth is an equally important driver of equity return variation – more specifically economic growth relative to expectations. The global growth outlook is much less certain than the direction of US interest rates, we believe it should track higher in 2016.