September 22, 2009
This note looks at the global economy and financial markets one year on from Lehman Brothers’ demise.
The key points are as follows:
- The global economy is now in far better shape than was the case in the aftermath of the Lehman Brothers’ collapse a year ago. Money and credit markets have improved dramatically, share and [...]
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September 14, 2009
The global and Australian sharemarkets have rallied around 40% from their March lows in anticipation of an earnings recovery. Matthew Sherwood, Perpetual’s Head of Investments Market Research evaluates the recovery and finds that although economic growth should improve in H2 2009, markets appear to be experiencing valuation fatigue and will need analysts to upgrade FY2010 [...]
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