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Q4 Global Outlook: A tactical shift toward risk assets
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Transcript (PDF, 61KB)

With global growth likely solid into Q4, monetary policy still ultra-easy, and the equity risk premium elevated, our latest Global Outlook: A tactical shift toward risk assets recommends investors move to a more risk-tolerant stance.

Michael Gapen, Head of US Economics Research, sat down with Ajay Rajadhyaksha, Head of Global Macro Research, to discuss the Global Outlook’s views on:

  • Three factors driving our positive tone toward risk assets
  • Operational and political challenges facing central banks
  • How investors should position in Q4 
We think the macroeconomic backdrop has improved enough for the rest of 2016 that it justifies a tactical shift to risk assets as we enter Q4. However, even if global growth strengthens a little in 2017, as we expect, it will still be disappointing by historical standards. And most risks have been postponed, not resolved.
Ajay Rajadhyaksha, Head of Global Macro Research
About Global Outlook

Barclays’ Global Outlook, published quarterly, provides an assessment of all major economies and markets, and outlines recommendations for investors. Further views from the Q4 Global Outlook: A tactical shift toward risk assets are available to Investment Bank clients on Barclays Live. 

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