Europe, Japan and EMs on Barings 2016 list
Europe, Japan and Emerging Asia are set to deliver the best equity market performance in 2016, according to Ken Lambden, CIO at Baring Asset Management in London.
Europe tops his market view, driven by supportive monetary stimulus from the European Central Bank and increasingly positive economic fundamentals. He is positive on Japan due to the on-going impact of market reforms while he also sees positive developments in key Asian economies fuelled in part by a stronger China.
Ken Lambden, Chief Investment Officer at Baring Asset Management, said: “Europe is very well positioned in my view, and I see good growth opportunities across the small, mid and large-cap equity segments. In contrast, I believe that growth in the US will not be as strong next year.
“The euro will look relatively more attractive than the dollar towards the second half of 2016.
“Our view on China is more positive than many other commentators. Its role in regional and global markets will increase in significance, while market reforms should result in its further integration into the global economy.