Global investors can benefit from volatility

Despite the slowdown in the US economy over the last year, fears of a potential recession appear to be subsiding. While the outlook for the US housing market is far from certain, there has been some stronger economic data emerging recently from the US. We have witnessed growing confidence that relatively robust capital spending patterns from corporates can pick up any slack in consumer activity caused by the moribund housing market. In terms of US monetary policy, it appears as if the Federal Reserve could keep rates in the US at 5.25% for the remainder of the year. Therefore, the risk ...