Al Clark, Nikko Asset Management's Global Head of Multi-Asset discusses why he sees further rebalancing ahead in 2016. He explores what he calls ‘the Equity Paradox’ – despite earnings growth being poor, equities keep pushing higher on the back of central bank policy. In addition, he covers the increasing importance of geopolitics on markets and why he believes monetary policy is reaching its limit and fiscal reform needs to take over. (VIEW LINK)
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