Navigation Links
Barclays Wealth Recommends Increasing Exposure to Laggard Sectors Including Consumer Staples, Pharmaceuticals and Telecoms
Date:1/19/2010

NEW YORK, Jan. 19 /PRNewswire/ -- Barclays Wealth investment calls for this month include:

Increase Exposure to Non-Cyclical, Laggard Sectors; Maintain Exposure to US Small-Cap, Mid-Cap Equities

Now that the most dramatic phase of recovery is over, markets are moving into a new 'mid-cycle' phase, where returns are in 'normal' range and investors are paying more attention to valuations, particularly in the sectors overlooked in the initial "recovery/relief" phase.  

  • Raise exposure to non-cyclical equities – Consumer staples (particularly, food, beverage and tobacco), pharmaceuticals and telecoms – through sector ETFs or actively managed funds with a "Growth at a Reasonable Price" style.
  • Maintain exposure to the US small-cap and mid-cap sectors. We expect these stocks to make up for their atypically weak relative performance through the general market recovery to date.

Short Gold

We believe that gold is now significantly overvalued relative to fundamentals.

  • Investors should short gold in a way that limits possible losses as overvaluation may not correct immediately. Potential strategies include buying long-dated put options on one of the gold-based ETFs or a structured note.  

Seek to Benefit from a Gradual Renminbi Appreciation

The Chinese Renminbi (CNY) has been undervalued since the onset of the financial crisis, but looks set to appreciate in 2010.  Neighboring currencies also look cheap and should benefit from a stronger CNY.  

  • We recommend buying the South Korean Won (KRW), Indian rupee (INR), Indonesian rupiah (IDR), Singap
    '/>"/>

SOURCE Barclays Wealth
Copyright©2010 PR Newswire.
All rights reserved

Page: 1 2 3 4

Related medicine technology :

1. Commonwealth Fund Case Study Points to Continuous Innovation at Group Health Cooperative
2. US Expert Panel Recommends the Use of Fractional Exhaled Nitric Oxide (FENO) in the Diagnosis and Management of Asthma
3. RiskMetrics Recommends Taro Shareholders Vote Against Taro Board of Directors
4. PROXY Governance Recommends Against Taros Board and Supports Sun
5. ASM Recommends Nasopharyngeal Flocked Swabs as the Specimen of Choice for Influenza A Testing (Including H1N1)
6. CDC Advisory Committee Recommends Cervarix To Prevent Cervical Cancer in Girls and Young Women
7. Data Safety Monitoring Board Unanimously Recommends Continuation of Delcaths Phase III Clinical Trial
8. FDA Advisory Panel Recommends Approval of the SEDASYS(R) System
9. HIV/AIDS Research Network Recommends Use of Abbott RealTime Viral Load Test for NIH-Sponsored Clinical Trials
10. FDA Advisory Committee Recommends Approval of Multaq(R) (dronedarone)
11. Task Force Recommends Using Aspirin to Prevent Cardiovascular Disease When the Benefits Outweigh the Harms
Post Your Comments:
*Name:
*Comment:
*Email:
(Date:8/28/2015)... Research and Markets ... the "Investigation Report on China,s Latanoprost Market, ... Developed by Pharmacia & Upjohn in 1995, latanoprost ... reduces intraocular pressure. As the first pressure- lowering ... name of Xalatan) entered China ...
(Date:8/28/2015)... DUBLIN , Aug. 28, 2015  Perrigo Company ... that it has completed the acquisition of leading OTC ... at €200 million. The transaction is a clear demonstration ... the Company,s leading European distribution network spanning 36 countries.  ... Joseph C. Papa commented, "We are excited to ...
(Date:8/28/2015)... y LONDRES, 28 de agosto de 2015 ... anunció hoy su participación en el  Congreso de ... soluciones cardiológicas más recientes y novedosas, entre ellas ... conectan a las personas y la tecnología con ... a diagnosticar, guiar los tratamientos y permitir atención ...
Breaking Medicine Technology:China Latanoprost Market Investigation Report 2015-2019 2Perrigo Completes Acquisition of Leading Portfolio of OTC Brands from GSK 2Perrigo Completes Acquisition of Leading Portfolio of OTC Brands from GSK 3Perrigo Completes Acquisition of Leading Portfolio of OTC Brands from GSK 4Philips presenta nuevas soluciones cardiológicas integradas para desarrollar procedimientos menos invasivos 2Philips presenta nuevas soluciones cardiológicas integradas para desarrollar procedimientos menos invasivos 3Philips presenta nuevas soluciones cardiológicas integradas para desarrollar procedimientos menos invasivos 4Philips presenta nuevas soluciones cardiológicas integradas para desarrollar procedimientos menos invasivos 5
(Date:8/28/2015)... (PRWEB) , ... August 28, 2015 , ... ... businesses nationwide. Addictions specialist, Dr. James Strawbridge, gives a new approach on solutions ... it should begin with the employer and employees getting together for meaningful group ...
(Date:8/28/2015)... ... ... Gregory K. Toumayan, D.C., Q.M.E., is now treating patients with back pain and associated ... pain, stiffness, muscle spasms, and numbness. , Dr. Toumayan received his Bachelor of ... earn his title of Doctor of Chiropractic from the Palmer College of Chiropractic and ...
(Date:8/28/2015)... ... ... Mendon, IL, home of the Adams County Fairgrounds, was treated once again to ... In its second year, the “Music With A Mission” benefit concert was held there ... “Music With A Mission” is to raise money to help fund music education programs ...
(Date:8/28/2015)... , ... August 28, 2015 , ... The newest therapy ... be available for general use any time soon, according to educational website Surviving Mesothelioma. ... therapy that received orphan drug designation for mesothelioma last week from the FDA, will ...
(Date:8/28/2015)... ... August 28, 2015 , ... External Counterpulsation, also known as ... is now selling External Counterpulsation (EECP or ECP) machines with a full clinic licence ... been in business since 2007 helping people prevent and reverse heart disease ...
Breaking Medicine News(10 mins):Health News:Healthpointe Welcomes Dr. Gregory K. Toumayan, Chiropractor, to Colton, Temecula, and Perris 2Health News:Healthpointe Welcomes Dr. Gregory K. Toumayan, Chiropractor, to Colton, Temecula, and Perris 3Health News:Best Drug Rehabilitation Sponsors "Music With A Mission" Concert Featuring Avenue Beat 2Health News:Surviving Mesothelioma Puts New Orphan Drug into Perspective in New Article 2Health News:Buy New External Counterpulsation (EECP or ECP) With Heart Fit Clinic 2
... associated with age, might affect women with diabetes or ... recent study .// ,The study shows elderly ... and are at an increased risk for developing cognitive ... women with pre-diabetes or diabetes was increased nearly two-fold. ...
... say that they have now found out that long-term use ... of cancer.// ,The trial results of the longest follow-up ... show cardiovascular death was reduced by 17 percent and coronary ... drug simvastatin, also known as Zocor, for 10 years compared ...
... 600 babies in the United States is born with an isolated ... cleft only // and no other birth defects. ,Researchers say ... if a couple will have a child born with a cleft ... According to researchers isolated clefts happen during early fetal development. ...
... a degenerative joint disease and one of the oldest ... the joint’s cartilage breaks down and the bones rub ... ,An international, multi-center study shows an effective treatment ... as Prexige. The drug was found to reduces gastric ...
... public places can improve the overall likelihood someone will ... AEDs -- devices capable of shocking the heart back ... 1,000 shopping malls, apartment complexes, and other public places ... volunteers in these communities were then trained in either ...
... recent study researchers say cancer patients who receive treatment have ... new study shows many doctors are not taking the necessary ... more than 100 oncologists to determine if the doctors were ... preventative measures used by the physicians. About 40 percent of ...
Cached Medicine News:
... reference laboratory and a worldwide leader in ... an extensive test menu of highly complex ... anatomic pathology. Owned by the University of ... half of the nation's university teaching hospitals ...
... reference laboratory and a worldwide leader in ... an extensive test menu of highly complex ... anatomic pathology. Owned by the University of ... half of the nation's university teaching hospitals ...
... ARUP Laboratories is a national reference laboratory ... research and development. ARUP offers an extensive ... medical tests in clinical and anatomic pathology. ... Laboratories' clients include more than half of ...
... ARUP Laboratories is a national reference laboratory ... research and development. ARUP offers an extensive ... medical tests in clinical and anatomic pathology. ... Laboratories' clients include more than half of ...
Medicine Products: