Look to equities and commodities in 2011, says BarCap
Barclays Capital’s December 2010 Global Outlook forecast for this year advises investors to buy commodities, credit and stay long-equities. Growth in 2011 is predicted to reach 4.5% as fears of a double-dip recession recede.
The US Federal Reserve's desire to keep monetary policy loose looks like good news for equities, commodities and risky currencies. "Smaller, less developed currencies such as the Swedish krona and emerging markets currencies, are strong. There is plentiful liquidity in these resulting from the loose monetary policy around the world and the structural issues that the larger economies are facing," says Paul Robinson, head of European foreign exchange strategy at Barclays Capital in London.
"All
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