Guest Contributor

Ten Investment Themes For 2010

Dec 11 2009 | 12:34pm ET

By Market Folly -- From Bank of America Merrill Lynch comes investment strategy in the form of '10 themes for 2010.' Keep in mind that these represent their opinion so take everything with a grain of salt.

They feel that next year will be "a genuine watershed" in that it will reveal whether or not this 'recovery' is real or whether the fundamentally drawn out weakness typically associated with bear markets will rear its ugly head. Their Research Investment Committee thinks that the printing of money through quantitative easing and record budget deficits will help the country on the road to recovery but think inflation will remain low throughout 2010, thus providing a bullish environment for stocks and commodities. As with many other market pundits, they feel emerging market demand will fuel commodities (especially gold). On the contrary, they dislike government bonds.

Here is Bank of America Merrill Lynch's Ten Themes For 2010:

  1. Government balance sheet risk
  2. Rising taxation
  3. Alternative yield strategies
  4. Financial sector rehabilitation
  5. Corporate cash flow beneficiaries
  6. Rising global growth
  7. The emerging market consumer
  8. Commodity price inflation
  9. The return of active management
  10. Alternative energy

Market Folly takes a closer look at each individual theme to examine their rationale, possible investment ideas, and assets to avoid. Read the complete article at Market Folly.

*Market Folly is a financial market blog with a primary focus on hedge fund portfolio tracking. Jay, the author of Market Folly, has experience at a long/short equity hedge fund and has been in the markets for just under a decade.


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