“The current weakness in the markets is not a reflection of poor fundamentals. Rather, it’s caused by a confluence of idiosyncratic shocks,” said BofA Merrill’s Candace Browning.
Tracking the Activities of Global Asset Managers in Latin America
“The current weakness in the markets is not a reflection of poor fundamentals. Rather, it’s caused by a confluence of idiosyncratic shocks,” said BofA Merrill’s Candace Browning.
“If investors choose asset classes, sectors and stocks carefully, they can meaningfully outperform the market," says BofA Merrill's Candace Browning. "2017 could be the year of the active investor.”
Strong fundamentals and healthy growth in the US economy support a case for investor optimism and opportunism. However, in the lower-return, higher-volatility environment projected ahead, selective allocation and defensive portfolio moves will be crucial for performance.
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