The long and winding road to recovery: how the East and West are shaping up

This week’s Conjecture panel consists of Julian Chillingworth, CIO of Rathbone Unit Trust Management, Robert Quinn, equity strategist at Standard & Poor’s, and James Dowey, chief economist at Neptune. Where are we in the recession versus recovery debate? Julian Chillingworth (JC): I think I would say things are getting better slowly around the world. And consequently, I think the depths of gloom and doom we were in, probably in the third quarter of last year, have dissipated quite a lot in terms of investor sentiment and also economists’ comments. But the other general point I would mak...