The document discusses the impact of interest rate changes on equity markets, suggesting that while markets may become bumpier, equities remain a favored asset class. It predicts a gentle rate hike by the Fed, with limited downside risks to bonds and potential double-digit returns in developed markets over the next 12 months. However, near-term growth concerns may dominate.
documents/vol00010-efta01458590-pdf.pdf
{"title":"Macro outlook | Americas Edition","document_date":"October 2015","document_type":"other","document_subtype":"report","key_organizations":["Deutsche Asset & Wealth Management"],"reference_numbers":["DB-SDNY-0118569","SDNY_GM_00264753","EFTA01458590"]}