The state of the union

Market concerns have changed in the past six months from growth being too brittle in advanced economies to being too strong in the emerging economies. Matthew Sherwood, Perpetual’s Head of Investment Market Research discusses this change and concludes that balance of risks have swung in favour of advanced markets and that domestic investors will have to be a bit patient before experiencing the returns we are seeing in the US market.

 Read more in February 2011 edition of Perspective