The global economy – bad now, but some positive signs?

The global economy - bad now, but some positive signs?

By Dr Shane Oliver, Head of Investment Strategy and Chief Economist and Jason Wong , Head of Investment Strategy for AMP Capital Investors (NZ)

Key points

  • The depth and length of the global recession now underway will
    be the key determinant of how shares and other fi nancial assets
    perform this year.

  • Compared to the 1930s, the global policy response this time
    around has been far more positive and far quicker, so a rerun of
    the Great Depression is very unlikely.

  • It is early days and the fi nancial crisis is continuing but some
    key signposts to global economic recovery are showing tentative
    signs of improvement.

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