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Home > Insights > Market Compass

Market Compass

Investment Guide

The guide provides clear, compelling charts illustrating three market trends that matter to investors' portfolios - disruption, divergence, and demographics and debt.

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Disruption

Disruption is all around us, from monetary policy disruption to geopolitical disruption to innovation-driven disruption.
A shifting world order has made some institutions vulnerable, and has caused a trend towards de-globalization.
The Fed is in uncharted territory as it attempts to unwind experimental monetary policy.

Divergence

The global economic environment was synchronized in 2017 but saw divergence in 2018, which is likely to continue.
There are differences within the US; some policies are supportive of growth and some are likely to depress growth.
There is significant divergence in valuations among different countries and regions.

Demographics and debt

Ultra low rates encouraged the world to take on more debt when it should have been deleveraging.
As a result, many countries, companies and households are under a significant debt burden.
Debt is likely to continue to grow and become more difficult to service, especially as rates rise.