2010 Investment Outlook

Chapter 5: Investment Outlook: Alternative Asset Classes

Carl speaks to journalist Asha Tanna about our outlook for less liquid alternative assets – such as commodities, property and private equity – in 2010. Carl highlights the tendency of commodities to do well in the early stages of recovery, and that the prospects could be even better in the current recovery, which is expected to be led by resource-intensive emerging countries. The view on property is also positive, and preferable to cash and bonds, but growth will be limited by credit constraints.

 

 

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See more related videos

Chapter 1
1: Review of our 2009 Outlook

Chapter 2
2: Macro Economic Outlook for 2010

Chapter 3
3: Economic Cycle Outlook

Chapter 4
4: Traditional Asset Classes

Chapter 5
5: Alternative Asset Classes

Download

View the 2010 Investment Outlook Publication