The document provides an investment outlook with key forecasts, asset-class perspectives, and a balanced model portfolio allocation. It highlights the positive development of the U.S. labor market, rising U.S. core inflation, divergence in monetary policy, and fluctuations in the Chinese currency. It also discusses the pressure on Brazil, deflation concerns due to weak oil prices, and Europe's recovery. The asset allocation includes commodities, equities, fixed income, and alternatives.
documents/vol00010-efta01458247-pdf.pdf
{"title":"Deutsche Asset & Wealth Management CIO View | Americas Edition","document_date":"September 2015","document_type":"tabular","key_locations":["U.S.","China","Brazil","Europe"],"document_subtype":"investment report","key_organizations":["Deutsche Asset & Wealth Management","Federal Reserve Bank of St Louis","U.S. Federal Reserve Board","European Central Bank"]}