2015 Forecast: Sustainable Global Expansion Driven by Tectonic Shifts

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  • Heading into 2015, the global economy is on a sustainable growth trajectory despite rampant volatility from plummeting oil, deflation in Europe and growth concerns in China.
  • We’ve built our 2015 forecast employing a multi-faceted framework called TRED that includes four inputs:
    • Tectonic Shifts in Energy, Global Trade, Technology, Frontier Markets and Water are broader, unifying trends driving true change.
    • Rates — inflation rates, central bank policy rates, discount rates, exchange rates — provide a window into the overall economic health of country, region and global economies.
    • Earnings deliver an unbiased view of the strength or weakness of a cross-section of global and domestic companies.
    • Diversification enables investors to pursue a thoughtful, considered investment philosophy focused on prudent investment discipline.
  • Building wealth is predicated on taking risk, not avoiding it. A reliable and an adaptive approach to assessing that risk on an ongoing basis is essential to developing resilience in the face of potentially volatile markets.

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