Wouter Sturkenboom
Senior Investment Strategist
2018 Global Market Outlook — Q3 update
June 2018
The two key global market trends of early 2018 - U.S. growth leadership and the U.S. dollar bounce - have probably run their course. Be alert for an escalation in the trade-war issue, and keep an eye on the yield curve for a U.S. recession warning, although a recession seems unlikely before late 2019.
2018 Global Market Outlook — Report
December 2017
Our central view is that equity markets can push higher before facing headwinds later in 2018 as markets factor in rising risks of a 2019 recession. Running with the bulls can be dangerous. It’s easy to get swept up in the elation of the crowd and underestimate the risks.
Global Market Outlook — Q4 Update Report
September 2017
We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.
Global Market Outlook — Q3 Update Report
June 2017
We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.
Investment Perspectives: 2016 Global Market Outlook
January 2016
This month Wouter Sturkenboom, Senior Investment Strategist, discusses his investment views for 2016.
2016 Annual Global Market Outlook
January 2016
Wouter Sturkenboom, Senior Investment Strategist, highlights key considerations and forecasts in the 2016 Annual Global Market Outlook report. He discusses specifically the impacts of the U.S. Federal Reserve (Fed) December interest rate hike as well as global investment opportunities and risks.