March 2011. The outlook for investors has changed dramatically over the last few months. At the end of 2010, expectations were for continued recovery in developed economies. The principal concerns were inflation in emerging markets and lingering unease over the eurozone sovereign debt crisis. Today we face new worries about sustained high oil prices and nuclear radiation in Japan. In this paper, we will attempt to put these issues in perspective and suggest how investors can best position their portfolios. (Leer más)
Aftershocks: Japan and world markets after the disaster
