Monthly Archives: June 2009

Inflation and deflation tug of war – what this means for investors

Deflationary forces at work The credit crisis has caused the global economy to change so rapidly that concerns have now risen about the risk of  wide-spread deflation – a situation typically defined as a persistent decline  general price levels. While it might be tempting to think that falling prices could be good for consumers, deflation [...]

Deleveraging underway

What this means for the economy and financial markets This is no ordinary downturn and recovery is unlikely to be quick. Too much debt is at the heart of the problem and the process of de-leveraging (shifting from too much borrowing, to debt reduction) will largely determine the depth and duration of the global recession. [...]