Uncle Sam, the Dragon, and the Bear

15
Apr

First Quarter Commentary – 2014

It’s a divergence of fortunes few would have predicted. In the five years since Wall Street’s 2008 collapse, it’s Uncle Sam and the US economy and markets that seem to be doing fine while the voracious Chinese Dragon appears to be running out of steam.

Picking Up Steam

On the whole, despite the geopolitical issues, the global economy is expected to grow at 3.0% in 2014. While positive economic growth does not necessarily correlate with strong market outperformance, there are a number of factors that will be supportive of global equity markets, particularly in the US, in the year ahead. Click on the link (right) to read our latest Commentary.

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