Investment Prospects November 2011

Limetree Financial Services Limited

Investment Prospects November 2011

In summary:

  • Rising Italian and Spanish bond yields threaten a renewed credit crunch in Europe.
  • New governments in Italy, Spain and Greece offer hope of delivering much needed structural reform.
  • The US economy appears to be picking up momentum again after a summer lull.
  • Equity markets offer attractive value relative to bonds, though momentum remains negative.

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