The past month has seen some interesting developments which we will discuss this month. This includes:
- The implications from the bond market selling off
- The fact tail risks have been easing. In this regard the US economic growth is looking more sustainable and the risks of a financial meltdown in Europe have eased.
- Continued underperformance by the Australian market.
- Continued mix messages from China
Download the The Investment Report for March 2012 here.