Portfolio Adviser‘s readers invest in markets not economies but they cannot ignore the economic outlook for the countries in which the funds/companies they invest in operate and derive their earnings.
So when The World Economic Forum says the key to improving global economies will be productivity improvements and private sector investment then investors should be more positive about the general outlook.
So what is the economic outlook for various countries and regions and how does it compare with their investment outlook? Even here, there is increasing correlation…
