Global trends
Following the Caritas Guide to Finance article on investment styles last month, Virginie Maisonneuve picks out some key themes for 2011 and beyond
The year 2010 has been one of transition as the developed world painfully rebounds from the abyss and starts to settle into the ‘new normal’ environment. This is a world in which the developed market continues to slowly deleverage and that brings fiscal discipline into an economy with high unemployment and low trend growth. It is also a bipolar world where emerging markets take an increasingly large role in the global economy, supported by global demographic trends.
Author: Virginie Maissonneuve
Virginie Maisonneuve is head of global and international equities at Schroders.
Prior to this she held various fund management positions and was a consultant with the French Ministry of Foreign Affairs in China.
She is a CFA charter holder, has an MBA from the Ecole Superieure Libre des Sciences Commerciales Appliquees (ESLSCA), an MA in Mandarin Chinese and a BA in political economy.
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