CHINA, THE FED AND OIL: DELEGATE 2016 ECONOMIC OUTLOOK

2015 was an eventful year for Delegate Advisors, and also for the investment markets at large. Instead of reviewing the past several months, our latest investor letter presents an outlook on what are potentially the most important economic themes for the coming year. In addition, we provide high-level insights for investors, along with perspectives on each major asset class. In this letter we discuss:

2016 Economic Outlook:

  • China's Economy Inevitably Slows
  • The Fed's Tightening Schedule
  • Low Oil Prices Likely To Continue
  • Renewed Focus on Corporate Earnings
  • The Rise of European Nationalism
  • High-End Real Estate May Struggle

Investor Themes for 2016

Delegate Asset Class Perspectives

Read the full investment commentary here.