As we exit 2015, the United States continues to be arguably one of the brightest spots in the global economy. However, investor sentiment is understandably mixed as many sources of uncertainty that emerged in 2015 are poised to extend into the year ahead. We highlight several of these uncertainties—including the diverging paths of monetary policy, China’s economic slowdown, low energy prices, and fresh concerns about geopolitics—in our Global Outlook for 2016. Nonetheless, we find ourselves more positive about the year ahead than many, and repeat what we said as we entered 2015—amid the economic and geopolitical challenges facing much of the world, “the United States stands out as an island of stability and economic strength that clearly appeals to investors.”
