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Coutts highlights five key investment opportunities

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Coutts’ Mid-Year Investment Outlook 2013 highlights the five key investment themes that are emerging as we enter the second half of the year.

 
The five investment themes are:
 
• Momentum weighs on bond values– the prospect of capital losses could soon be a reality for bond investors.
• Bank on equities – Quantitative Easing will remain and continue to support stock markets.
• Only fools write off gold – the precious metal still has a role to play.
• Abenomics: an inflated strategy? – Bullish despite Japan’s jitters.
• Emerging equities: BRICS hit a wall – inflation headwinds hold developing equities back.
 
The publication provides an insight into the investment strategy for Coutts’ three chief investment officers – Alan Higgins for the UK; Gary Dugan focused on Asia and the Middle East and Norman Villamin covering Europe.
 
Gayle Schumacher (pictured), head of investment office at Coutts, says: “Despite the uncertainty over the past five years, we enter the second half of the year in an optimistic mood. Central bank policies are focusing on growth and as such we believe that quantitative easing will continue. Such monetary policies will provide a further boost to equities – in a year that has already seen significant gains in many of the world’s major stock markets. The return of equity outperformance was one of the predictions from our annual Outlook published last December that is on track.
 
“Despite the recent uncertainty, we remain positive on equity markets, including Japan’s. We believe that its economy is turning the corner, which will support Japanese shares over the longer term.  However, it is clear to us that cash and bond investors will have to rethink their strategies. Overall, investors can’t afford to stand still as the ramifications of the financial crisis continue to unfold.  It is all therefore the more essential that investors continue to review their portfolios to ensure they meet their financial goals and objectives.”

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