A Year of Mood Swings
Genus Video Commentary
Looking back, looking ahead. Europe, the United States, and China. Genus Commentary and Perspective with Wayne Wachell, CEO and Chief Investment Officer, and Leslie G Cliff, founding partner and head of Wealth Management.
Key Takeaways
● Pick-up in manufacturing output indicates global economy could be growing again
● U.S. economy surprising on the upside, China still on course for soft-landing; mild recession expected for Eurozone
● Policymakers will ensure Eurozone moves towards healing rather than shifting towards a meltdown
● Corporate bonds preferred over relatively low-yielding government bonds and T-bills
● Equities due for a bounce on improving economic data; valuations still attractive; investors favouring dividend-payers
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VIDEO COMMENTARY
Genus CEO and Chief Investment Officer, Wayne Wachell, and the firm's head of Wealth Management, Leslie G. Cliff, discuss recent events, implications for the markets, and opportunities to add value in our clients' portfolios.
LATEST COMMENTARY
A Year of Mood Swings
The combination of issues in Europe, the United and China provided the markets with daily fuel for major mood swings through 2011.
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