Economic Outlook
Investment Insights – February 2012
We expect markets to continue to gain in confidence as central banks around the world pour liquidity into the system. More than anything else, these actions by central banks will determine the fate of markets. Several actions have come together to create this environment.
Investment Insights – February 2012
Stock market commentary
Swiss Rundown February 17, 2012Investment Insights – Outlook 2012
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Investors will remember 2011 as the year of sovereign debt crises, just as other previous years stay linked in the collective memory with credit crunches, stock market rallies and so on. But, in reality, events do not arrange themselves so neatly to suit calendar years, and we go into 2012 with many questions still unanswered. Most obviously, will the Eurozone survive in its current format? Will the sovereign debt crisis get worse in 2012? Will it mutate into a rather different form? Will this inevitably further sharply reduce the performance of risky assets? And in this environment of extreme uncertainty, is the concept of a “risk free” asset still meaningful?
Investment Insights – December 2011
The year 2012 looks set to be as challenging as 2011 with many open questions about the outlook for the markets and the future of the global economy.
Brochure "The Markets in 2012 – Foresight with Insight"
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