29th October 2009

F&C Investment Outlook 4th Quarter

How fragile is the economic recovery?

• Have investors run ahead of themselves?
• Are equity markets heading for a correction?

Equities trimmed to neutral

• Emerging markets remain favoured
• Corporate bonds still expected to outperform

Global equity markets recovered further in the third quarter as the major economies began to emerge from recession.

A turnaround in leading indicators, a rebound in earnings growth expectations and the impact of government economic stimulus packages helped stocks claw back more of the losses sustained in the third quarter of 2008.

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