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Barclays offers weekly investment outlook PDF Print E-mail
News - Alternative Investments
Monday, 19 November 2012 12:34
Kevin Gardiner, head of investment strategy EMEA at Barclays, gives his expert outlook for the week.

Overview: Meanwhile, back at the ranch...
•  Stocks have fallen but little else has changed after the US election
•  Compromise on the 'fiscal cliff' is still likely
•  The European Central Bank remains a credible backstop for the euro area
•  Use likely volatility to add to long-term positions in risk assets

Equities
• “The UK doesn’t make anything!”…
•  …is an inaccurate view
•  Rolls Royce is a high quality manufacturer and a core portfolio holding

Fixed income
•  Key stakeholders recognise that targets for Greek debt are ambitious…
•  … and some official sector involvement is needed
•  Higher and firmer trend for UK inflation; Quantitative Easing on pause

Commodities
•  Grain and soybean prices have remained relatively range-bound
•  Further consolidation is likely in the short term…
•  … but risks are still skewed to the upside, particularly for corn and wheat

Foreign exchange
•  The Bank of England Inflation Report forecasts higher inflation and weaker growth …
•  … two fundamental factors that do not bode well for sterling
•  We see any Japanese Yen strength as an opportunity to sell the currency
 

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