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Publish date: Wed, 10 Dec 2014, 11:37 AM
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SUMMARY OF ASSET ALLOCATION THEMES
Equities
• We expect global equities to generate a total return of 9% in 2015.
• We forecast earnings growth of 12%, thus modest multiple contraction. Valuations are in line with historic norms, while bond yields should end the year higher.
• We calculate the long-term growth rate for earnings implied by current prices to be 1.5%, low by historical standards and below the run rate for global growth.
• We think earnings growth will be strongest in Japan and Continental Europe, as both regions benefit from currency weakness..
• We think cyclical sectors are underpriced and should benefit from stronger discretionary consumption and capex. Financials should do well as bond yields turn higher.
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CS Tan
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
