2015 Forecast: Sustainable Global Expansion Driven by Tectonic Shifts
Channel: Voya Global Perspectives
Date: 24/02/2015

Heading into 2015, the global economy is on a sustainable growth trajectory despite rampant volatility from plummeting oil, deflation in Europe and growth concerns in China.
We’ve built our 2015 forecast employing a multi-faceted framework called TRED that includes four inputs:
 ▪ Tectonic Shifts in Energy, Global Trade, Technology, Frontier Markets and Water are broader, unifying trends driving true change.
 ⁃ Rates — inflation rates, central bank policy rates, discount rates, exchange rates — provide a window into the overall economic health of country, region and global economies.
 ⁃ Earnings deliver an unbiased view of the strength or weakness of a cross-section of global and domestic companies.
 ⁃ Diversification enables investors to pursue a thoughtful, considered investment philosophy focused on prudent investment discipline.
Building wealth is predicated on taking risk, not avoiding it. A reliable and an adaptive approach to assessing that risk on an ongoing basis is essential to developing resilience in the face of potentially volatile markets.