2011 outlook
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2011 outlook

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Presentation of Charter Trust's investment outlook for 2011.

Presentation of Charter Trust's investment outlook for 2011.

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Transcript

  • 1. Charter Trust Company
    2011 Economic Outlook:
    A Global Symphony
  • 2. The Economyis preparing to take off
  • 3. We’re out of the battle.
  • 4. And moving into the … ?
  • 5. Positives:
  • 6. Positives:
    Profits
  • 7. Positives:
    Profits
    Productivity
  • 8. Positives:
    Profits
    Productivity
    Policy
  • 9. The result has been a record level of corporate cash
  • 10. Downers
  • 11. Downers
    Debt
  • 12. Downers
    Debt
    Deflation
  • 13. Downers
    Debt
    Deflation
    Depression
  • 14. With the D’s and the P’s at odds:
  • 15. With the D’s and the P’s at odds:
    Volatility
    S&P 500 Index 2000-2010
  • 16. With the D’s and the P’s at odds:
    Volatility
    Crises
    S&P 500 Index 2000-2010
  • 17. With the D’s and the P’s at odds:
    Volatility
    Crisis
    Danger
    Opportunity
  • 18. Equities – Volatility
  • 19. Equities – Volatility
    MSCI Index 1985 - 2010
  • 20. Emerging Market Growth
  • 21. Emerging Market Growth
    China: Three Gorges Dam
    Brazil: Bovespa Index
  • 22. US Market:
  • 23. US Market: Growth
    US Gross Domestic Product
  • 24. European Market:
  • 25. European Market: Volatility
  • 26. European Market: Volatility
    Germany: Strong
    Netherlands: Strong
    France: Moderate
    Italy: Moderate
    Finland: Moderate
    Spain: Weak
    Portugal: Weak
    Ireland: Weak
    Greece: Crisis
  • 27. Bonds:
  • 28. Bonds: Danger
  • 29. Short rates are stuck.
  • 30. Long rates are too low.
  • 31. Rates will rise, we just don’t know when.
  • 32. Decoupling is over
  • 33. The World Economy Is One
  • 34. “We must hang together, or we will hang separately.”
  • 35. BRIC Growth
  • 36. Triad Stability
    US
    Eurozone
    Japan
    Together: 60% of World Economy
  • 37. Global progress