The American economy is key to the prospects for global growth

The Debate

This week's Conjecture panel discusses the global outlook

Disagreements on the outlook for the dollar, the importance of the US economy and growth investing marked the Conjecture's first anniversary debate. Panellists Edward Bonham Carter of Jupiter, Michael Hughes of Barings and Peter Hensman of Newton all had strong views on where investors should be putting their money for the future. Global markets are neither over- bullish nor over-bearish. What should an investor do in this kind of environment? Michael Hughes (MH): There has been a major theme in the markets since 2002 - the reflation trade. Commodities, gold, oil, Australia and Latin A...