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From Precy Dumlao, Opalesque Asia
3A Alternatives Investments, the alternative investments arm of Swiss banking group SYZ & Co, has offered its prediction into 2010 which it said would be the end of expansionary policies by central banks, potential re-pricing of sovereign debt by markets participants, and the renewed risk of inflation. In its "Alternative Outlook" report released last week, 3A said it expected a change in central bank policies around mid-2010.
The report said, "No doubt, market behavior will be more erratic as a result of this change in policy or stimulus withdrawal, as economies will not have the safety net that was provided last year. This increased level of risk in financial markets may be outweighed by better than expected economical growth," and added timing was crucial to realize these expected gains.
A separate forecast made by the Government of Singapore Investment Corp., said that emerging markets would become a leading source of investment and credit as Western economies take longer to recover from the financial crisis, Bloomberg reported yesterday.
Outlook by strategy
Long/Short Equity
The equity markets ended 2009 with a traditional year-end rally. However, the range of performance was quite wide with a very weak rally in the U.S. posting a modest gain of
+1.78% for the S&P500 compa...................... To view our full article Click here
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