Our quarterly strategic outlook report provides:
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an outlook of the global economy
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an outlook (both short term and medium term) for major investment markets
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a summary of our asset strategy
QSO April 2013
18 April 2013
> Global growth fragile but recovering
> Conditions still in place for equity outperformance
> Reach for yield still supporting domestic equities and property
> Japan joins negative real yield club. Expect some spill over.
> Global QE and zero rates to maintain the remarkable flight of the Kiwi
View QSO April 2013 (PDF - 479 KB)
QSO January 2013
24 January 2013
> A more balanced outlook for global growth
> Fiscal policy remains centre-stage in America
> It’s time for a long term plan, Japan
> Asset strategy: what you see is not always what you get
> Will this be the year for asset and sector rotations?
> Bond yields set to move higher but no blow out expected in 2013
View QSO January 2013 (PDF - 394 KB)
October 2012
15 October 2012
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Global growth slowdown continues
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Slow policy support delays China recovery
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But tail risks reduced in Europe
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Policy support improves outlook for risk
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Valuations remain the chief support for equities
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Tail winds turning to head winds for NZ listed property
View October 2012 (PDF - 523 KB)
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