Signs of Slackening Growth Momentum

John Robertson

PortfolioDirect

The International Monetary Fund is scheduled to release the first of its regular twice yearly forecast reviews for 2015 on 14 April. One of the five PortfolioDirect guideposts used to judge the cyclical positioning of the resources sector is the extent to which there are upward revisions to global growth forecasts. In that context, IMF forecast reviews provide an input into decision-making about the appropriate allocation of funds to the sector. Currently, only one of the five PortfolioDirect guideposts is “set to green” suggesting the sector remains confined to the bottom of the cycle. The PortfolioDirect weekly investment report is available here: (VIEW LINK)


John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.