Home and Away: Why a Global Investment Approach Makes Sense

The economic landscape has changed and investors the world over are trying to make sense of it. The unwinding of the Federal Reserve’s long-standing policies of easy money has serious implications for investors who have relied heavily on the abundance of cheap money. However, the U.S. is by no means the only source of risk. Still confronting investors are large sums of sovereign debts in developed economies, geopolitical strife and a potential bubble in Chinese credit.