No Double Dip: Quarterly Review & Outlook
Genus Video Commentary
Equity markets needed to correct from last year’s stimulus-induced highs, but their moves down in the second quarter were overdone as investors succumbed to exaggerated fears of a double-dip economic recession. Despite the tough economic landscape, the odds of a double-dip are zero.
Perspective: Genus Quarterly Review & Outlook
► Global economic recovery still on track, but at a slower pace
► Yield curve signaling zero chance of double dip recession in next 12 months
► Governments, central banks maintaining supportive fiscal and monetary conditions
► China, emerging markets picking up slack for slower-growing developed nations
► Global equities at their cheapest since 1985—more upside potential than downside
► Genus portfolios emphasize emerging markets, developed market income-drivers
VIEW THE VIDEO
Genus CEO and Chief Investment Officer, Wayne Wachell, and Director of Wealth Management, Leslie G. Cliff, discuss the economy, the markets, and the opportunities Genus is emphasizing...
PRINT VERSION
Click on the download link for a PDF version of our Second Quarter Commentary - "No Double Dip".