2012 and beyond - a list of lists

EDITION 1 – 18 January 2012

Summary

This note provides a summary of key views on the global economy and the investment outlook for 2012 and beyond. Key points are as follows:

• 2012 is likely to be a better year than 2011.
• Watch European bond yields, Chinese money supply growth and the US ISM index.
• The emerging world remains in good shape.
• Even if the world does spiral into recession (which is unlikely), Australia will likely continue to grow.
• The A$ will remain strong on a medium-term basis, i.e. around parity and beyond.
• Medium-term returns are likely to remain constrained and volatile.
• There is still a cycle and investors should focus on assets providing decent and sustainable yields.

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