Investment Themes Ideas Update
Investment Themes Ideas September 2010 Update.
The list of 'ten' stocks are reviewed together with the 'watch list' for what has happened during Q2 and start of Q3. We conclude on how it has been another volatile period in the financial markets as despite robust Q2 corporate earnings, weaker economic data at the beginning of Q3 awakened concerns over the global economic recovery illustrating how investor confidence remains fragile. The following observations were also noted:
Stock markets likely to remain volatile.
UK and financial and currency markets continue to be affected by the nascent economic recovery and lingering concerns about euro zone sovereign debt.
The pound's performance against the dollar and its impact on companies with foreign earnings.
Defensive stance towards largely FTSE 100 companies reiterated given the uncertain investment outlook.
COUNTRY: United Kingdom