Alex Lyle identifies five macroeconomic themes, all pointing towards market recovery. Investors who identify those themes and are prepared to increase their market exposure could be well rewarded
There are plenty of exciting themes at work in world markets at the moment, and the bottom line is that investors will be rewarded for taking risk this year. This is not something that we could have said with such confidence in recent years. THEME 1: Economic recovery The biggest theme, and one that underpins all the others, is that of economic recovery. The encouraging thing about this theme is that there is a rare confluence of recoveries across the globe. The US is the most important of the world's economies, and there continues to be strong data emerging on activity and investmen...
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