insights

Outlook 2018: Where to Seek Opportunity

JAMES NORMAN
PRESIDENT - HEAD OF EQUITY STRATEGY

DECEMBER 29, 2017

James Norman, President of QS Investors, discusses the outlook for 2018 and how valuations and growth rates in International Developed and Emerging Markets can be very attractive over the next 1-3 years. But it will be hard to predict which markets will outperform in the year ahead. The key is to diversify across different asset classes, different types of risk and hedge some of the downside risk with lower volatility assets, such as Defensive Equities.

James explains that he does not expect the Emerging Markets rally to slow down much and that valuations and growth rates, the drivers of growth, are more attractive.

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