Vladimir Putin

Cheng, Ben; Kellett, John; Schmeer, Mark

The speeches are free of charge but please note that the Empire Club of Canada retains copyright. Neither the speeches themselves nor any part of their content may be used for any purpose other than personal interest or research without the explicit permission of the Empire Club of Canada.

Ben Cheng His invitation to speak about the economy, interest rates, and where income markets are going in 2003. The portfolios that this speaker manages, and decisions he makes to shape portfolios. The interest-rate forecast and crucial role that it plays in managing funds. The market we have to look forward to in 2003. Some beliefs and conclusions reached - and a discussion of those. A review of the last 12 months; the current situation. The consumer side. What the speaker's company is doing with their accounts. Some final conclusions. John Kellett Some comments on forecasting, and the speaker's personal experiences with that activity. Setting the stage for his current forecasting for equity markets in 2003 by noting some favourable political development. Comments on the Canadian economy and its performance. Current markets. Some worries with which to contend. A forecast for North American equities. Some concluding remarks. Mark Schmeer Comments on economic growth. Reasons for the speaker's optimistic viewpoint. Risks. Pensions. Oil. Deflation. War,. Terrorism. The current situation with bonds. A last comment on valuation. Concluding remarks.

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