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FX Quarterly 2015 Outlook: Divergence Redux

December 19, 2014

The theme of "divergence" that emerged in the second half of 2014 will continue to shape 2015. But with so many market participants in agreement on this direction, it will be important for asset managers to consider and prepare for developments that could cause markets to change course. In our 2015 Outlook, we address the key developments which could impact the divergence theme, discuss the status of Abenomics, and share our thoughts on emerging markets in 2015.


The views expressed are as of December 18, 2014 and are a general guide to the views of Brown Brothers Harriman (“BBH”). The opinions expressed are a reflection of BBH’s best judgment at the time this broadcast was recorded, and any obligation to update or alter forward-looking statements as a result of new information, future events, or otherwise is disclaimed. Nothing contained herein is intended as a recommendation to buy or sell any security, or to invest in any particular country, sector or asset class.