Investment Strategy Paper
2011
June
Quarterly Investment Strategy - June 2011
The economic recovery in the United States has hit another soft patch. This serves as a reminder of the difficult nature of the recovery. We believe the recent weakness will prove transitory, however we continue to expect no tightening in monetary co... Read more»»
May
Quarterly Investment Strategy - March 2011
The economic recovery in the United States is building momentum. The recovery remains productive sector led, while high unemployment and a housing market that is still struggling to form a solid base continue to hold back consumption. Our expectation... Read more»»
2010
December
Quarterly Investment Strategy - December 2010
Global growth looks like posting a 4.7% increase in calendar 2010. In developed markets the year started strongly on the back of the inventory cycle and government stimulus measures. Growth slowed as those impacts waned. At the same time, private dem... Read more»»
September
Quarterly Investment Strategy - September 2010
The developed-world economic recovery has entered its most challenging stage – the transition from an inventory cycle and stimulus driven recovery to one that now relies on the strength of final private demand. It is proving to be hard work for count... Read more»»
For further information please contact Ralph Little, Spicers Public Relations:
(09) 374-1845