The 2011 outlook
high growth and higher volatility
The 2011 outlook for the global economy and financial markets is more clouded than normal as the global recovery and Asia’s industrialisation is weighed up against government and household debt issues in the advanced economies. Matthew Sherwood, Perpetual’s Head of Investment Market Research discussed the 2011 outlook and concludes that while the growth outlook is dominated by Asia, the risks to this outlook reflect policy dilemmas in the advanced economies.
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