{"id":82300,"date":"2015-12-11T09:45:40","date_gmt":"2015-12-11T14:45:40","guid":{"rendered":"http:\/\/countingpips.com\/?p=82300"},"modified":"2015-12-10T15:23:14","modified_gmt":"2015-12-10T20:23:14","slug":"the-senior-strategist-recommendations-and-themes-for-2016","status":"publish","type":"post","link":"https:\/\/www.investmacro.com\/forex\/2015\/12\/the-senior-strategist-recommendations-and-themes-for-2016\/","title":{"rendered":"The Senior Strategist: Recommendations and themes for 2016"},"content":{"rendered":"<div id=\"inves-2665942107\" class=\"inves-below-title-posts inves-entity-placement\"><div id =\"posts_date_custom\"><div align=\"left\">December 11, 2015<\/div><hr style=\"border: none; border-bottom: 3px solid black;\">\r\n<\/div><\/div><p><iframe loading=\"lazy\" src=\"http:\/\/en.jyskebank.tv\/embed\/0144974556781657-L2-2\/512x288\" width=\"512\" height=\"288\" frameborder=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<p>Ib Fredslund Madsen, Jyske Bank&#8217;s Senior Strategist,talks about the Bank&#8217;s expectations of the financial year 2016.<\/p>\n<p>What will the most important themes be, and where should you invest your money?<\/p>\n<p>Some ofJyske Bank&#8217;s investment conclusions for 2016 are:<\/p>\n<ul>\n<li>Choose equities in countries pursuing an easy monetary policy &#8211; for instance, Europe and Japan.<\/li>\n<li>Corporate bonds:Choose European rather than US bonds.<\/li>\n<li>The dollar will peak in 2016.<\/li>\n<li>Emerging-market (EM)bonds: Be very selective. Go for countries willing to implements reforms, suchas India, Indonesia. and Mexico.<\/li>\n<li>EM equities may be a &#8216;joker in the pack&#8217;: Investor sentiment in respect of EM equities has for quite some time been extremely negative &#8211; maybe too negative. An upturn fuelled by sentiment may be in the offing.<\/li>\n<li>Expectations of equity returns (ex dividend in local currencies): USA = 0%, Europe = 7%, Japan = 8%, Emerging Markets = 8%, Denmark = 6%.<\/li>\n<\/ul>\n<p><a href=\"http:\/\/en.jyskebank.tv\/legalinformation\">Legal information<\/a><\/p>\n<p>Video courtesy of\u00a0<a href=\"http:\/\/en.jyskebank.tv\/\" target=\"_blank\" rel=\"noreferrer\">en.jyskebank.tv<\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ib Fredslund Madsen, Jyske Bank&#8217;s Senior Strategist,talks about the Bank&#8217;s expectations of the financial year 2016. What will the most important themes be, and where should you invest your money? Some ofJyske Bank&#8217;s investment conclusions for 2016 are: Choose equities in countries pursuing an easy monetary policy &#8211; for instance, Europe and Japan. Corporate bonds:Choose [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-82300","post","type-post","status-publish","format-standard","hentry","no-post-thumbnail"],"_links":{"self":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/82300","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/comments?post=82300"}],"version-history":[{"count":1,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/82300\/revisions"}],"predecessor-version":[{"id":82301,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/posts\/82300\/revisions\/82301"}],"wp:attachment":[{"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/media?parent=82300"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/categories?post=82300"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.investmacro.com\/forex\/wp-json\/wp\/v2\/tags?post=82300"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}