Capital International's latest Perspectives article, "The road ahead for global financial markets," (click link to download) touches on:
- The situation in Japan and the impacts of nuclear disaster
- Unrest in the Middle East
- The outlook for oil prices and inflation
- How equity markets react to uncertainty
"Nuclear was evolving as an emerging solution to the growing electrical needs... particularly in developing countries. It was also viewed as a solution for reducing the carbon footprint. Following the events in Japan, it is likely we will see delays of real significance. From a research perspective, we are aggressively looking for the second and third derivative impacts."
- Ted Samuels, portfolio manager, Capital International - U.S. Equity