The global economic outlook – implications for investors

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Key points The global economy is still on the mend, but it’s still a two steps forward, one step back affair. Of the major regions the US is doing the

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Global threats are mounting

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The hazards confronting the world economy are mounting. The US economy is recovering at an unspectacular pace of about 2%[1] and a sub-par labour market, sluggish wages growth, renewed doubts about

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The US share market is headed for a multi-year bull run: Fidelity’s CIO Equities

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The US equity market is poised to rise in coming years and the S&P 500 Index could reach 2,300 from just under 1,900 now, says Dominic Rossi, the Chief Investment

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Inevitable future inflation will favour resources…

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The resource sector continues to be under pressure despite the raging bull market in the US. Unfortunately the currently tepid recovery in the US. economy, as a serviced based economy,

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The US is imposing austerity

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Portugal’s President Anibal Cavaco Silva warns about the great threat his country faces; the spending cuts and tax increases imposed by Portugal’s rescuers. He warns that the austerity conditions tied

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The US fiscal cliff

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The attached edition of Oliver’s Insights looks at the deal to avert the US fiscal cliff along with its debt ceiling and broader economic outlook. The key points are as follows: The

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Oliver’s Insights – Q&A on QE3

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This edition of Oliver’s Insight looks at the latest round of quantitative easing announced last week in the US. The key points are as follows: Open ended quantitative easing (QE3) in

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Investor Signposts: Week Beginning July 3 2011

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Upcoming economic and financial market events The big picture Our central view is that the US economy is undergoing a mid-cycle pause and that growth will start to lift again

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