Formidable challenges face the UK economy in 2010. To help make sense of it Paul Kavanagh of Killik & Co provides an investment update podcast.
Paul highlights the likelihood of interest rates remaining low for some considerable time and explores how this could be positive for markets as investors continue to seek a reasonable yield.
He also considers how FTSE 100 companies provide exposure to the emerging economies,how some technology stocks are benefitting from the expanding mobile internet, who the beneficiaries are of a rising oil price and the strong possibility that the next Government, of whatever political hue, is likely to outsource more functions in an attempt to cut the deficit.
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