Risks and recessions - finding the 'value gaps'
Financial markets were more erratic in the first half of August than they have been at any time since the global financial crisis as concerns about government debt and global economic growth sparked large losses in global sharemarkets. Matt Sherwood, Perpetual’s Head of Investment Market Research examines this volatility and finds that US, European and Japanese growth could remain below their historic average for an extended period and that the key for investors is avoiding the ‘value traps’ and extracting the ‘value gaps'.
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