e-fundresearch.com: With regards to the new year 2015: How optimistic is your view into the future and what obstacles and challenges should investors be prepared to overcome in 2015?
Hinweis: Edoardo Ugolini (Zest Asset Management) ist Speaker beim
ARC Outlook 2015 am 21. Jänner in Wien
Edoardo Ugolini: Global economies are entering 2015 without structural imbalances: growth is weaker than in previous cycles as credit cycle (leverage) is not providing the usual boost to growth, on the other hand this does not create any “bubble risk” globally. The indicators I would like to be more regarded by market players are two: disposable income in USA and Japan and unemployment in EZ, as lack of real wages growth and unemployment are the causes of deflation treats in the (developed) world. (and not vice versa….) If policy makers will address firmly their attention to these issues, the outlook wil be more rosy than expected. If not, tail risks could develop during the year.
Weitere beliebte Meldungen:
