Investment Prospects February 2011

Limetree Financial Services Limited

Investment Prospects February 2011

In summary:

  • Bank of England reassurances over inflation are worth little. We expect further rises in bond yields.
  • Economic news remains supportive of global equities and we are adding to our international exposure.
  • UK equities are expensive and company earnings expectations are faltering. We are underweight UK.
  • The risks from China and the Middle East are receding – for the moment.

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