AM 1150 Radio Rallies & Reversals
At number 14 on the top investment stories of 2010 by Advisor Analyst readers is David Rosenberg's Themes for 2011:
Now David is taking a bit of a contrarion stance, which means he's a little less bullish on stocks and a little less bearish on bonds. Emerging markets may struggle as policy makers try to manage inflationary pressure, and the US dollar should outperform on a relative basis, at least against the Yen and Euro. One big risk factor is another leg down in US home prices.
In general he recommends you hold more non-cyclical, out of favor, dividend paying stocks such as utilities, pharma, and food products.
GB
Now David is taking a bit of a contrarion stance, which means he's a little less bullish on stocks and a little less bearish on bonds. Emerging markets may struggle as policy makers try to manage inflationary pressure, and the US dollar should outperform on a relative basis, at least against the Yen and Euro. One big risk factor is another leg down in US home prices.
In general he recommends you hold more non-cyclical, out of favor, dividend paying stocks such as utilities, pharma, and food products.
GB
posted by Gordon Bell at
7:16 AM
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