
Virginie Maisonneuve identifies key drivers for success in 2012...
How much tightening is needed, how will growth be impacted and who faces the hardest journey?
Last Friday ratings agency Standard & Poor’s announced the credit rating downgrade of nine of the eurozone’s seventeen sovereigns. Though the downgrades could have a marginal negative impact on the cost of borrowing for these countries, the key issue is the implication for the EFSF.
How much tightening is needed, how will growth be impacted and who faces the hardest journey?
Last Friday ratings agency Standard & Poor’s announced the credit rating downgrade of nine of the eurozone’s seventeen sovereigns. Though the downgrades could have a marginal negative impact on the cost of borrowing for these countries, the key issue is the implication for the EFSF.
Russell Napier, a consultant with CLSA, draws on the lessons learnt from a hundred and fifty years of US market history to predict when and where the market will bottom.
We asked 14 Chief Economists whether they integrated the value of ecosystem service decline into their medium and long-term economic forecasts and what were the challenges in doing so.
Jim Rehlaender, Fund Manager, Global Property Securities, looks ahead into 2012
King Fuei Lee, Fund Manager, Asian Equities, looks ahead into 2012
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