Private Wealth Management - Oliver's Insights - Greece, the US slowdown, China - how serious is the threat to global outlook?

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Oliver's Insights - Greece, the US slowdown, China - how serious is the threat to global outlook?

28 June 2011 - This note looks at Greece, the US slowdown,and China - how serious is the threat to the global outlook?

The key points are as follows:

Worries about Greek debt as well as a slowdown in US and China have seen shares fall significantly since April’s highs. After a bounce to relieve oversold conditions, helped by improving news regarding Greece, further weakness is possible over the next few months.

However, we remain of the view that the global economic recovery will continue, as some of the temporary factors weighing on growth begin to fade. With shares still undervalued, and monetary conditions likely to remain easy, we expect shares to recover into year-end.

110628 Olivers Insights - June 11.pdf(374 Kb)