Don’t be fooled by the bounce back in commodity-linked investments, stick with Multinationals that own the world’s most sort after brands
22 March 2017
In the face of tremendous geopolitical uncertainty, markets in 2016 were characterised by a rebound in previously out-of-favour currencies, sectors and stocks, while the winners of the previous decade lagged. This ‘bounce back’ can largely be attributed to an uptick in commodity prices which provided a boost for resource stocks and developing markets, but are these returns sustainable?