In the July/August 2016 issue of our monthly flagship publication, we feature:
- On the Record by Chief Investment Officer Tony Roth, The way forward in a post-Brexit world.
- In Focus discusses Tipping points for emerging markets.
- Investment positioning, major themes, and asset class positioning updates.
In this issue, Chief Investment Officer Tony Roth discusses the U.K.’s exit from the European Union (Brexit) and a range of events that may take place as a result. He looks at what we expect to occur, what remains to be seen, and how it all may impact client portfolios and our positioning.
Also, don’t miss “In Focus” which explores emerging markets and the tipping points that would encourage us to move from our current underweight to a neutral or greater allocation.
Please see important disclosures at the end of the publication.Download Article