Welcome to 2012 - what can we expect?

Happy New Year to all and welcome to our first communication for 2012.  I have included a link to a recent edition of Oliver's Insights, '2012 and beyond - a list of lists', as I believe it provides a good summary of what we may expect to see this year.  

This article 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.

To view the full article please click on the link - 2012 and beyond.

I hope you find this article interesting.  As always, if you would like more information or would like to discuss your own circumstances, please contact the office to arrange an appointment with me.

Kind regards,