The U.S. and global economies have emerged from the Great Recession, and while opportunities are re-emerging for investors, significant risks remain, according to Sandy Lincoln, senior vice president and investment strategist with M&I Investment Management Corp.
“I think when the economists close the door on this, which hopefully will be sometime in the next few months, they’re probably going to look at either July or August of (2009) as sort of the end date (of the recession),” he said.
For Lincoln’s view on the state of the global economy, click here.
Lincoln also believes that the U.S. and global economies could grow at better-than-expected rates this year and in 2011. To hear his economic outlook, click here.
Because many publicly traded companies made such drastic cutbacks during the recession, many of them have significant opportunities for larger-than expected dividend payments if sales expectations are exceeded. Hear Lincoln’s view here.
During the economic recovery of the second half of 2009 and earlier this year, many investors looked at stocks they believed would rise the fastest. However, Lincoln believes that historic performers are some of the best bets today. For more, click here.
There are some sectors within the stock market that are better bets than others, Lincoln says. To hear him discuss what industries he likes right now, click here.
While the U.S. and global economies have emerged from the Great Recession, the risk remains of a W-shaped or double-dip recession. To hear Lincoln talk about the likelihood of a double-dip recession and what might cause it, click here.