The document discusses global economic trends, focusing on inflation, currency cycles, and asset allocation. It highlights the divergence in goods and services inflation, the impact of the dollar cycle on productivity, and the over-allocation to bonds in asset portfolios. The document includes data and analysis from Deutsche Bank Research and Bloomberg Finance LP.
documents/vol00010-efta01458994-pdf.pdf
{"title":"World Outlook 2016: Managing with less liquidity","document_date":"2015-12-08","document_type":"other","key_organizations":["Deutsche Bank Research","Bloomberg Finance LP","International Monetary Fund (IMF)"]}