Investment Outlook, June 2011: Potential return...

Steeply rising stock market and economic upturns earlier this year will be followed by gentler growth this summer. This will not be so dramatic, but investors who know how to assess market risks properly can identify opportunities for good returns, according to the June issue of Investment Outlook - a large, wide-ranging guide to the investment climate published today by SEB. "We will enter a calmer phase over the summer, which may be satisfactory from an investor's point of view despite clear risks, but there are signs that we have passed the point where leading indicators have peaked," says Hans Peterson, Global Head of Investment Strategy at SEB Private Banking. According to stock market and cyclical indicators in most countries, the world economy is in the midst of a growth period. Many countries are pursuing supportive, accommodative monetary policies. The inflation outlook is fundamentally favourable in many places. Overall, this leads to a positive view of stock markets and other cyclically dependent markets. Meanwhile there are various risk scenarios that might disrupt the desire to invest: sovereign financial problems, governments that are no longer propping up markets with stimulus measures, various tensions in developed as well as emerging markets, and the impact of geopolitical events on the market for commodities. Conditions favourable to the growth of speculative bubbles are also discernible in some places. "All this may sound gloomy, but a calm analysis of each of these risks leads to the assessment that there are still plenty of investment opportunities for those who choose properly," Mr Peterson says. Investment Outlook gives the reader an in-depth look at the investment climate for seven asset classes and ways of approaching country allocation, along with suggestions and advice on current risks and opportunities in the art of investing. The report can be read in its entirety at www.sebgroup.com or http://newsroom.sebgroup.com/en/ For further information, please Press contact contact Elisabeth Lennhede,  Press & PR Hans Peterson +46 70 763 9916 CIO Private Banking and global head elisabeth.lennhede@seb.se Investment Strategy +46 70-763 69 21 Lars Gunnar Aspman Senior analyst, Investment Strategy +46 70-603 98 18 SEB is a leading Nordic financial services group. As a relationship bank, SEB in Sweden and the Baltic countries offers financial advice and a wide range of financial services. In Denmark, Finland, Norway and Germany the bank's operations have a strong focus on corporate and investment banking based on a full-service offering to corporate and institutional clients. The international nature of SEB's business is reflected in its presence in some 20 countries worldwide. On 31 March 2011, the Group's total assets amounted to SEK 2,118 billion while its assets under management totalled SEK 1,372 billion. The Group has about 17,000 employees. Read more about SEB at www.sebgroup.com. Investment Outlook: http://hugin.info/1208/R/1520069/456470.pdf Press release (PDF): http://hugin.info/1208/R/1520069/456469.pdf This announcement is distributed by Thomson Reuters on behalf of Thomson Reuters clients. The owner of this announcement warrants that: (i) the releases contained herein are protected by copyright and other applicable laws; and (ii) they are solely responsible for the content, accuracy and originality of the information contained therein. Source: SEB via Thomson Reuters ONE [HUG#1520069]
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