Investment Perspectives

Each quarter we explore a topic that we believe is relevant for our clients in understanding the current investment environment and the markets.

Investment Perspectives 2Q July 2011

Today’s investors must recognize two key developments: first, the growing economic extremes between the world’s wealthiest people and the poorest (particularly in the U.S.); second, the differing prospects of the middle class in the emerging versus developed world. This paper examines the investment implications of these contrasting profiles and discusses some of the opportunities and risks that they represent.

Archived Investment Perspectives