The investment landscape in 2000

    Headline: The investment landscape in 2000 Source: Euromoney Date: February 2000 Author: David Roche <> Synchronized world growth is upon us. Inflation will rise, real interest rates will move up above their long-run average and global liquidity conditions will deteriorate. That’s bad for long-term financial assets. After a decade of outperformance, the US […]

    Headline: The investment landscape in 2000
Source: Euromoney
Date: February 2000
Author: David Roche

<>
Synchronized world growth is upon us. Inflation will rise, real interest rates will move up above their long-run average and global liquidity conditions will deteriorate. That’s bad for long-term financial assets.

After a decade of outperformance, the US equity market will struggle to keep pace with Europe and Japan. But US treasuries will do better this year than last, particularly if the US equity market corrects (as I expect).






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