2011 outlook

It’s nearly three weeks into January so it’s time to lay out a few predictions for what 2011 holds in store. I did this for 2010 and I didn’t do particularly well. It would be tempting to just say ‘it’s all too complicated’ and sit on the fence. But I like to do it because it forces me to think hard about issues it would be easier to avoid. Also, reviewing what you get right, and more importantly wrong, is a very good learning process. What I learnt from last year’s mixed record was that I tend to be too pessimistic and also that there is a lot of momentum out there – so the most likely thing is that current trends continue.

So here goes.

Continue reading “2011 outlook”