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