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Choose Your Location
At the Mercer Global Investment Forum in Singapore in March, we discussed some key investment themes to consider over the course of this year and beyond. 2016 got off to a volatile start, and investors are finding it challenging to decide which way to turn. However, we believe investors should consider the following perspectives and use these as a framework for investment opportunities.
For instance, as the credit cycle appears to be maturing, we think investors should tilt their portfolios towards less beta-sensitive assets. They should also consider holding some “dry powder” as other opportunities, particularly in the opened-up distressed debt space.
Africa
