Going back to investment basics

Italian forum

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The International Investment Italian Forum took place last month in Milan. Here is a summary of the issues examined by the fund managers and economists who addressed the meeting

What could go wrong in 2005? A macroeconomic outlook Professor Andrea Beltratti Professor of economics, Bocconi University If we look at macroeconomic forecasts, the outlook is very positive. Forecast inflation rates across the world vary between 0% and 10%. "This is a very low inflation scenario for the world as a whole. Growth also varies a lot: between 8% all the way down to the low-growth countries like Italy, Germany, The Netherlands and Japan, where the forecasts are between 1.6% and 1.8%." There are a number of issues that could cause problems going forward. One of the most obv...

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