• 865 days Will The ECB Continue To Hike Rates?
  • 865 days Forbes: Aramco Remains Largest Company In The Middle East
  • 867 days Caltech Scientists Succesfully Beam Back Solar Power From Space
  • 1,267 days Could Crypto Overtake Traditional Investment?
  • 1,271 days Americans Still Quitting Jobs At Record Pace
  • 1,273 days FinTech Startups Tapping VC Money for ‘Immigrant Banking’
  • 1,276 days Is The Dollar Too Strong?
  • 1,277 days Big Tech Disappoints Investors on Earnings Calls
  • 1,278 days Fear And Celebration On Twitter as Musk Takes The Reins
  • 1,279 days China Is Quietly Trying To Distance Itself From Russia
  • 1,280 days Tech and Internet Giants’ Earnings In Focus After Netflix’s Stinker
  • 1,284 days Crypto Investors Won Big In 2021
  • 1,284 days The ‘Metaverse’ Economy Could be Worth $13 Trillion By 2030
  • 1,285 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 1,287 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
  • 1,287 days US Banks Shrug off Nearly $15 Billion In Russian Write-Offs
  • 1,291 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
  • 1,291 days Is Musk A Bastion Of Free Speech Or Will His Absolutist Stance Backfire?
  • 1,292 days Two ETFs That Could Hedge Against Extreme Market Volatility
  • 1,294 days Are NFTs About To Take Over Gaming?
  1. Home
  2. Markets
  3. Other

Global Investment Outlook

Scenario probabilities are seemingly changing by the week in recent times as new facts and interventions emerge ... Absolutely no one seems to be anticipating a "V" type recovery; everyone supposedly hunkered down for a long "L-type" downturn; openly and acceptantly making comparisons to the last Great Depression. It is precisely this uniform pessimism that can be expected to generate some of the largest government spending stimulus packages in history. And, this may apply around the globe. For this very reason as well as other contributing factors, a surprise economic strengthening could be expected to develop in 2nd half 2009. We think it will be of temporary duration. Yet, markets can be expected to celebrate in advance. That may be the time to again re-adjusted portfolio risks downward.

Global Investment Outlook

 

Read the Report

Back to homepage

Leave a comment

Leave a comment