the known unknowns of the global economy
The majority of asset allocators and fund selectors are predicting a relatively benign 2014. Quantitative easing may end, but it is unlikely to prompt a disorderly sell-off in bond markets. Equity markets look more fully valued, but not expensive, and earnings looks to be coming through to boost sentiment. But where are the pressure points, the 'known unknowns' that may stall equities over the next few months?