Perpetual Perspective - Beyond the audacity of hope

In this article Matthew Sherwood comments on the improvement in recent markets and economic data that has resulted in investors no longer asking ‘when will the global economic recovery come’, but rather ‘how strong will it be?’

 

 

Matthew concludes that while things are looking better, growth is likely to remain below-average for many years and lower returns will underpin a new type of stock to lead the market.