Provisus – Investment Review Q4 2016

MARKET COMMENT – Dramatic twists and turns in politics, economics and finance have turned 2016 on its head. Extreme events have bombarded investors virtually every day of late but thankfully they appear to be isolated occurrences. Still, the potential blight on the global economic and financial markets (i.e. political uncertainty; the steep increases in bond yields; a potential hard landing in China; and trade wars) could be looked upon with trepidation during the next year. This would be a very wrong outlook as a bevy of market stimulating activities are just over the horizon.

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