November 2012 Outlook

November 2012 Outlook

In June we quoted Alexis de Toqueville with regard to the developed world’s attempt to come to grips with fiscal burdens of increasingly hefty magnitudes.

June 2012 Outlook

“The curious task of economics is to demonstrate to men how little they really know about what they imagine they can design”–Friedrich A. Hayek

April 2012 Outlook

We commented in January that “we expect the continued, gradual growth rate of the US (2%-3%) to support an ultimately improved investment climate domestically—but we are convinced we will remain in a low-return environment…” 

January 2012 Outlook

By now most of us have read our fill of 2011 post-mortems—but we’re compelled to add a few thoughts of our own before we look ahead, seeking to apply the experience and perspectives gained to our outlook on global markets in 2012.