- This year seems to be following the pattern of the last two years with a solid start in share markets followed by weakness commencing around April/May. Europe again is a key driver with fears of an imminent Greek exit from the euro and worries about Spain.
- Key differences compared to the last two years such as a stronger US economy, global monetary easing and cheaper share markets should hopefully help limit the downside in shares resulting in a better year end.
2012 May – Europe China the US worry list for investors getting wider again
