Is the Recovery Real?

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Published at: www.margolisadvisory.com

Still Not Business As Usual

November 18, 2009

Analysis by: GLG Expert Contributor

Investment managers are still not operating as if this recovery has legs. What can we expect going forward and what will change that behavior?

Can we be in recovery if we are still in intensive care?

November 16, 2009

Analysis by: GLG Expert Contributor

There is undoubtedly a technical recovery in progress. Economic indicators globally say so. However, is this really a recovery, or just the impact of the heady cocktail of fiscal and monetary "drugs" that governments and central banks continue to hand out? This analysis looks at the recovery from a UK perspective.

"Something's happening here..."

November 9, 2009

Analysis by: GLG Expert Contributor

The economy and the markets are giving mixed signals. Is this normal during this phase of the recovery, or is something else happening?

Is the Recovery Real?

November 2, 2009

Analysis by: GLG Expert Contributor

Third quarter growth was strong. Much of the strength was influenced by government stimulus. The "new normal" environment will be characterized by muted growth.