Oliver's Insights - Another round of global growth worries
01 June 2011 - This note looks at the latest bout of weakness and volatility in share markets.
The key points are as follows:
- Shares and other growth-related investments like commodities are going through another rough patch due to renewed fears about the global growth outlook. Given the unusually long worry list facing investors, this could persist for several months.
- However, this should give way to good buying opportunities in the months (or weeks) ahead, as the cyclical recovery in the global economy and shares is likely to continue, albeit remaining constrained and fragile.
