Piecing it all together, we end the year with a few key thoughts: consider stocks over bonds, but be selective; prepare for volatility and focus on assets where value offers some potential downside protection; finally seek growth potential in select emerging markets, particularly in Asia.
Source: Bloomberg.
Russ Koesterich, CFA, is the Chief Investment Strategist for BlackRock. He is a regular contributor to The Blog and you can find more of his posts here.