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News Archive

August 13, 2010
Retailers outlook
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May 24, 2010
Global Asset Allocation themes pt2
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May 14, 2009
ISM recoveries
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November 13, 2008
Global IP growth update
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October 21, 2008
Equity market trough timeline
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March 19, 2008
Resources. IP & the USD
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February 11, 2008
Corporate Spreads & Equities
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September 20, 2007
Oil becoming a risk to consumer
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Investment Bulletin Oct 08
October 03, 2008

Global growth forecasts continue to be downgraded. Europe and Japan are in recession with IP growth slowing to –1% in Germany and –4.7% in Japan. US IP has slowed to –1.5% and Chinese IP is now 12.8%.

The risk is for further downgrades as the impact of the recent turmoil in credit markets takes its toll.

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