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News Archive
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November 24, 2009
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Global Equities...peak or pause
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view more...
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Investment Scenarios 2008
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May 01, 2008
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In this note we look at a range of scenarios for the US economy, discuss the key drivers of the US economy and highlight the implications for asset class returns. While our expectation is that the US has a prolonged period of weak growth, there is likely to be better news in the near tem which could see markets continue to support the “recovery” scenario.
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Shallow but elongated recession > Corporate sector in good health, China/Asia stay strong, housing stabilises and banks recapitalise. However, consumer income subdued and banks and consumers focus on balance sheet repair. Australian growth 2-2.5%.
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