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Global Network News, May 1, 2012

Where is the growth?


Globally, investors are hopeful that the U.S. economy has perhaps finally turned the corner. Of course there are still concerns in Europe regarding sovereign debt, austerity measures and anemic growth. While all of this is playing out, many are wondering if the emerging markets will be able to sustain a healthy growth rate.

To find out where the expectation for real growth is, we asked a panel of experts from around our organization for their thoughts.

In this issue

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Philippe Waechter

Philippe Waechter

Natixis Asset Management

Waechter says the question of global growth is difficult to gauge right now as many different scenarios are occurring.

For example, in the U.S., growth prospects are more positive than in some other regions. Nevertheless, the... Read full answer

Thomas R.H. Tibbles

Thomas R.H. Tibbles

Hansberger Global Investors

Tibbles says he is seeing growth opportunities today coming from a few select pockets – areas that might be a little bit more immune to the negative backdrop of what’s going on in Europe and elsewhere. “We’re talking about new industries that... Read full answer

David Herro

David Herro

Harris Associates

When we look at all that is going on around the globe, Herro says it’s important to focus on where global economic growth is occurring. “This is what drives corporate profitability, corporate sales, and corporate cash flows,” he... Read full answer

David W. Rolley

David W. Rolley

Loomis, Sayles & Company

Rolley is also bullish about Asia. In particular, he says Asian credit markets are going to be the most dynamic markets in global fixed-income. “If you think about the next 25 years, global growth will likely be driven by China and... Read full answer

Scott Davidson

Scott Davidson

Absolute Asia Asset Management

Davidson believes that Asian economies should be among the most rapidly growing in the world in 2012. “Countries like India and China should experience GDP growth of 7%–8%, while Indonesia will probably top 6% and most other countries will... Read full answer

Edgardo Sternberg

Edgardo Sternberg

Loomis, Sayles & Company

Sternberg says emerging markets are the sweet spot at this moment. “They’re providing most of the growth for the rest of the world,” he said. “Most emerging countries are at very attractive debt to GDP levels, which compare very, very well to... Read full answer

Pockets of growth

Thomas Tibbles, CIO and Portfolio Manager, Hansberger Global Investors, talks about growth prospects around the world.

Watch video

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