Following a year which was dominated by the sequestration saga and the tantrums bought about by tapering, what will the New Year hold for news?
In this round-up, Citywire Global uncovers what leading lights in fund management expect to be topping the news agenda next year.
With a safe bet for a strong showing in the coming year is André Köttner of DeAWM, who believes ‘Central banks turn off the liquidity taps’ will be the most dominant theme.
This sentiment is echoed by BlueBay bond manager Mark Dowding, who decides to take the tabloid route on the QE theme.
‘Okay - bit of fun; how about: Fed Up! Which captures the idea that financial markets find little to cheer about as strengthening economy leads to fears that the Federal Reserve will start raising rates sooner than expected.’
This was expanded upon by Chris Bullock of Henderson Global Investors. The Citywire AAA-rated manager said QE would be a theme but geopolitics as a whole will be at the forefront.
‘I expect Germany to dominate the news with a hot property market, a fragile coalition, ongoing EU tensions between North and South, but sweetened by victory in the World Cup in Brazil.’
Meanwhile, BlackRock’s Andreas Zöllinger is looking a little bit closer to home.
‘I wish I had a little bit more foresight for 2014... But the one headline I would like to see is ‘The BGF European Equity Income fund is proving its worth again in 2014’. That’s one I would really love to see!’