Looking ahead for investors
There are clearly two main headwinds investors face
as we move into the second half of the year - contagion in Europe
and a further decline in the rate of global growth. From a European
perspective, the two are very closely linked. Recent economic
numbers point to a slower momentum in Germany and, should this
persist, the peripheral crisis would escalate as Spain's growth
hinges on exports to Germany, and France. A slowdown in the core
economies could send Spain into a recession, causing an increase in
bond yields as fears grow over its ability to service and repay
debt. Commentators are universally agreed the euro project could
not survive a Spanish default.
This is not our base case, but the need to
contemplate this potential scenario illustrates the vulnerability
and fragility of the current situation in Europe. Resolving the
funding issues in Greece remains the focus for policymakers and
they need to find a solution that involves some burden sharing
beyond EU taxpayers, but does not trigger a default and a
subsequent meltdown of the banking sector. A disorderly default
runs the risk of creating a deep recession in Greece and throughout
Europe. This, we believe, will be avoided but the Sword of Damocles
that is the European sovereign debt crisis is likely to hang over
markets for some time to come.
Returning to the second headwind of global growth,
the US economy has been showing signs it was entering a
self-sustaining stage of growth. This has not materialised and one
of the key factors to have caused this has been the global supply
chain disruption caused by the Japanese earthquake. Exports of
motor vehicle equipment from Japan to the US fell by 35% in May.
The shortage in components this caused, led to an output fall in US
automobile production of 7.8%. This, in turn, shaved an estimated
0.5% off US GDP in the second quarter. The good news is these
supply chain disruptions have been addressed and production should
return to pre-earthquake levels through this next
quarter.
High oil prices also created a drag on the US
economy, however, the decline during the second half of the quarter
is creating a welcome tailwind for the second half of the year.
Gasoline prices are down close to 20%, with the last 5% of this
fall driven by the International Energy Agency announcement that
the US, along with 27 other countries, had agreed to release 60
million barrels of oil from their emergency stocks. Goldman Sachs
estimates a 10% change in gasoline prices impacts GDP by 0.7%
cumulatively over the next two years. If prices stay at current
levels, the US economy will clearly benefit from
this.
These two factors are leading some commentators to
present a positive outlook for the US economy, in the belief the
soft patch in data has been just that, a soft patch. A slight
improvement in the most recent Institute for Supply Management
(ISM) reading, plus an increase in total hours worked have
countered the poor unemployment figures reported for May and June.
Sub-trend growth is still growth and with this should come earnings
growth.
In the absence of further deterioration in Europe
and assuming the US economic outlook improves - risk assets could
surprise on the upside. We do not believe valuations are expensive
and prices have simply kept up with increased earnings. Couple this
with evidence the Chinese authorities appear to be engineering a
soft landing for their economy and falling food prices are causing
inflation pressures to abate across Asia, a case can be argued for
further increasing risk levels across portfolios. We continue to
believe, on balance, markets will end the year higher than they
began, however, risks remain very elevated towards the downside and
a policy mistake, particularly in Europe, is an ever present
danger. Moreover, the recovery in the West is still dangerously
exposed to commodity shocks until unemployment falls significantly,
something that is a long way off. Finally, both sides of the
balance sheet of commercial banks are shrinking as the household
sector continues to deleverage and banks seek to manage their
capital requirements in light of tighter regulatory demands. As a
result, the flow of credit through developed economies continues to
be constrained.