In summary:

  • UK inflation is rising and bond markets have taken fright. We remain defensively positioned.
  • Recent economic news has been mixed with forward looking indicators more pessimistic.
  • Renewed US quantitative easing is fuelling price rises in commodities and emerging markets.
  • The conditions surrounding the Irish bailout are raising the chances of a breakup of the euro.

Download the full Investment prospects November 2010.

Prospect Wealth Management brings the highest standards of professional investment management to the individual investor, charities and trusts.

Posted in Market Watch, News