Dieter Wermuth, Ph.D. is a co-founder of Wermuth Asset Management and has authored regular Global Investment Outlooks since 2005.
These outlooks monitor global macro trends, and provide forecasts on key indicators like inflation, commodity prices, currency rates and risk appetite. [The views expressed in these outlooks are also considered by our investment teams in the management of our strategies.]
Global Investment Outlook - January 2013
Global Investment Outlook - October 2012
“ For years to come, the economies of most OECD countries will expand only slowly, perhaps by one full percentage point per year less than before the financial crisis. ”
Global Investment Outlook - September 2012
“ Most major economies are slowing, downside risks abound, yet stock markets are holding up well, and the oil price remains above $110. How can that be?”
Global Investment Outlook - July 2012
“ The flight to safety will come to an end this year. Investors should begin to unwind trades that have been driven by the fear that the euro will break up... ”
Global Investment Outlook - January 2012
“ Financial markets have yet to come to terms with a situation for which there is no precedent. In these uncertain times, investors would like nothing better than buying safe assets.”
Global Investment Outlook - October 2011
“ The main question investors have these days is whether there are any assets left that offer a reasonable balance between expected return and risk. ”
Global Investment Outlook - August 2011
“ The global economy is less robust than it seemed just a few weeks ago. Output gaps have widened again, and will continue to do so if analystsf consensus view about the near-term growth trajectory turns out to be correct. ”
Global Investment Outlook - May 2011
“ Two years into the recovery from a deep recession, the world economy is in good shape: growth is robust, inflation moderate. ”
