May 22, 2012
Potential discord over the merits of focusing on growth and not just spending cuts is likely to further add to the significant uncertainty surrounding how effective and forceful the policy response from the eurozone will be to tackle contagion risks.
May 17, 2012
As an investor, I wouldn't take lightly the Greek situation of possibly being on its way out of the eurozone that finally will depend of the results of the Greek elections on June 17.
May 11, 2012
We are in an environment in which there is an unrelenting uncertainty. This is one of these times in which investors may be keen to take some cash off the table and take advantage of any periodic recovery in prices accordingly.
May 4, 2012
I expect the Fed to continue toning down positive news on the growth front in order to avoid a sharp back up in yields.
Apr 25, 2012
I don’t think we take a big risk expecting to see Chinese growth picking up momentum before long and this, alongside steady U.S. growth, should more than offset the negatives of a weak Europe.
Apr 11, 2012
Long-term investors should try to remain patient until risk asset valuations have come down to really “once in a lifetime” inexpensive levels.
Apr 2, 2012
I’m still not convinced the time is right for investing as a long-term investor. Instead, I prefer remaining focused on wealth conservation as wealth destruction could hit at any moment.
Mar 29, 2012
There are no signs that these three very important risks we faced at the start of the year have abated.