HOWEVER, SOME SIGNIFICANT RISK FACTORS REMAIN, INCLUDING FED MOVES
By Cain Brothers.
The capital markets have made an important transition in early 2011, and the sentiment has shifted from defense to offense, albeit still via a conservative ground game.
As the consensus view emerges that economic growth in the developed world will begin to meet or exceed the long-run mean levels, capital is re-positioning for growth.
The full content of this article is only available to paid subscribers. If you are an active subscriber, please log in. To subscribe, please click here: SUBSCRIBE
Comments are closed, but trackbacks and pingbacks are open.