As always, we end the year by sharing our thoughts on some of the more current issues we face and how we see the near future as well as how these views translate into managing your wealth.
There are a number of themes that carry through as we enter the new year and shape our decision making and strategy.
The future of the euro remains centre stage and this will continue to dominate the economic agenda in 2012, synchronised, unfortunately with the multi year theme of reducing debt levels across both the US and the UK. Peripheral Euro zone countries remain uncompetitive, and with these countries now refinancing debt at well over 6%, with no growth, it is clear that debt will continue to compound. It is, against these challenges in 2012, that politicians will ask the Euro electorate to approve their plans for fiscal union.
To address what this all means in detail, I invite you to hear directly from our strategists. In a series of conversations, Alan Higgins, Chief Investment Officer for the UK, discusses our global economic views and puts recent events into context. Norman Villamin, Chief Investment Officer for Asia, joins Alan to talk through what this means for investors. Alan is also joined by our Senior Investment Strategist, Henry Lancaster, and Equity Strategist James Butterfill, to share our views on key investment themes for 2012.
I appreciate that you will have your own particular areas of interest, so please select from the menu below to hear more on the various topics.
Global economic outlook
Alan Higgins, Chief Investment Officer, UK
European perspective
Alan Higgins, Chief Investment Officer, UK
Asian perspective
Norman Villamin, Chief Investment Officer, Europe and Asia
What does this mean for investors?
Alan Higgins, Chief Investment Officer, UK
Norman Villamin, Chief Investment Officer, Europe and Asia
Global themes
Alan Higgins, Chief Investment Officer, UK
James Butterfill, Equity Strategist
Henry Lancaster, Senior Investment Strategist
Gayle Schumacher
Head of Investment Office
