Whats on the horizon for Equities

Messages on July 15th, 2012 No Comments

What the fund managers say.

In this section we look at the House view of one of the leading Fund Managers operating in Ireland and importantly, what’s their current position and view on equities around the world.

US Equities – HEAVY

Good cost control and export demand have supported strong earnings growth, while domestic stocks are affected less by the moderating headwinds from consumer debt and the housing market.

European Equities – LIGHT

Domestic growth prospects continue to look poor against the backdrop of very tight fiscal policy and modest structural reforms, although global exporters still benefit from overseas demand.


Japanese Equities – VERY LIGHT

While the reconstruction budget will support economic momentum in early 2012, this has been well flagged in advance and the market is expensive on many measures.

UK Equities – NEUTRAL

Companies increasingly face headwinds from weak consumer spending and slower European export demand, although many businesses continue to find strong demand across emerging economies.

Developed Asian Equities – LIGHT

Slower economic growth in key economies such as China affects the wider region, while monetary policy is only slowly being eased in response to continued inflationary pressures.

Emerging Market Equities – NEUTRAL

Selection is increasingly required; while some markets benefit from strong commodities demand and upgrades to sovereign debt ratings, others face growing inflationary pressures and valuation concerns.

This outlook of potential investment market developments in 2012 (and beyond)  does not constitute an offer and should not be taken as a recommendation. This is  only the view and outlook of one of the Fund Managers operating in Ireland.

Contact Your Local Independent Financial Adviser

Lucas Financial Consulting Ltd is based in Carrickmacross Co Monaghan. As we straddle four counties – Louth, Monaghan, Cavan and Meath we are ideally placed to become your new Local Independent Financial Adviser.

Warning: The value of your investment may go down as well as up
Warning: Past performance is not a reliable guide to future performance
Warning: Funds may be affected by changes in currency exchange rates

No Responses to “Whats on the horizon for Equities”

Leave a Reply