The letter discusses the investment outlook for 2016, highlighting that markets are expected to rise less than in 2015 but will present new opportunities for tactical investors. It emphasizes the continued influence of the Federal Reserve on market dynamics and the importance of dynamic investment strategies. The letter also notes the growth in developed markets and the potential for inflation due to the U.S. labor market.
documents/vol00010-efta01459016-pdf.pdf
{"title":"Letter to investors: Everything remains different","key_people":["Stefan Kreuzkamp","Asoka Wahrmann"],"document_date":"December 2015","document_type":"correspondence","key_locations":["U.S.","Eurozone"],"document_subtype":"Letter to investors","key_organizations":["Deutsche AWM","Federal Reserve","European Central Bank"]}