Theme #1 – Equities will outperform early in 2010
We believe that new money will flow into stocks for at least the first few months of 2010. Like most professional investors, we see stocks as the most attractive investment option for 2010.
Let us look at the alternatives to stocks for investors. In an environment where inflation is starting to resurge in many countries, bonds are in danger of declining in value as inflation pushes long term interest rates up in 2010. Due to overleveraging and excess inventory, real estate is doing poorly in Japan, U.S., and Europe. . . .
Continue Reading: FOUR THEMES FOR INVESTING IN 2010
