Latest Expert Opinions

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 2, 2009
Infrastructure and gives you global exposure. Also diversified into various different areas of growth potential. Water, bridges, roads, etc.
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Infrastructure and gives you global exposure. Also diversified into various different areas of growth potential. Water, bridges, roads, etc.
TOP PICK
TOP PICK
January 2, 2009
Infrastructure on water resources, which will get the largest chunk of spending over the next 25 years. Need for clean water is great, especially in emerging economies.
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Infrastructure on water resources, which will get the largest chunk of spending over the next 25 years. Need for clean water is great, especially in emerging economies.
TOP PICK
TOP PICK
January 2, 2009
Energy in Brazil. Also commodity related type of economies. Geared to rise and fall very much with the area of energy. Clever way of playing energy and emerging markets at the same time.
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Energy in Brazil. Also commodity related type of economies. Geared to rise and fall very much with the area of energy. Clever way of playing energy and emerging markets at the same time.
TOP PICK
TOP PICK
January 2, 2009
Big pharma is running out of patents and they need to find a way to grow. Biotech is the area in which development is taking place with products being created. Valuation is reasonably good.
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Big pharma is running out of patents and they need to find a way to grow. Biotech is the area in which development is taking place with products being created. Valuation is reasonably good.
BUY
BUY
January 2, 2009
If he where going into the automotive sector, this is the only one that doesn't need money. Not a bad bet at this price. He wouldn't do too much. Be very nimble and if it looked like it was going to struggle towards the end of 2009 and into 2010, take your profit.
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Ford Motor (F-N)
January 2, 2009
If he where going into the automotive sector, this is the only one that doesn't need money. Not a bad bet at this price. He wouldn't do too much. Be very nimble and if it looked like it was going to struggle towards the end of 2009 and into 2010, take your profit.
BUY
BUY
January 2, 2009
Latin America is one of the areas to be invested in. His favourite is Brazil. Not too much for Mexico's political issues and their economic ties to the US but this is a good way to go.
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Latin America is one of the areas to be invested in. His favourite is Brazil. Not too much for Mexico's political issues and their economic ties to the US but this is a good way to go.
PARTIAL BUY
PARTIAL BUY
January 2, 2009
Much further along in the risk spectrum. High yield. Wouldn't put a significant amount of money into this. Well diversified with individual assets. Fairly high risk.
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Much further along in the risk spectrum. High yield. Wouldn't put a significant amount of money into this. Well diversified with individual assets. Fairly high risk.