FINDING A NEW WAY FORWARD

AROUND THE TABLE I OCTOBER 2016

Investors find themselves in uncharted territory. When markets are behaving in unprecedented ways, looking to the past provides few answers.


The widespread adoption of quantitative easing (QE) by central banks around the world has radically transformed the investment landscape. Central bank policies are increasingly driving markets, leaving fundamental valuation metrics and traditional investment correlations in their wake.

Investors are left with few options other than to follow the central banks' next moves, even as new risks gather on the horizon. When markets are behaving in unprecedented ways, looking to the past provides few answers. It takes knowledge combined with experience to focus on the big picture.

We invited some of the brightest economic and investment minds in the business to discuss and debate these macro-economic issues at our latest Crestone Investment Forum. Their diverse views provide a rare insight into the complex array of market forces currently at play and, at a time of unprecedented change, critical guidance for investors.

Their enlightening views also act as important inputs to the Crestone investment process. We hope you also find some vital insights in these challenging times.