The Insider: Time to take a risk - but don't gamble

While a strong recovery is still a long way off, there are bargains on equities and high-yield credit, writes Nicky English.

11th March, 2012
The Insider: Time to take a risk - but don't gamble
'Economic data has been less fragile than feared, the ECB has partially back-stopped the euro area banks, and valuations are still subdued'.

The rally in stock markets is neither surprising nor without foundation.

Economic data has been less fragile than feared, the ECB has partially back-stopped the euro area banks, and valuations are still subdued. At Barclays we still favour a modestly pro-risk tactical stance in balanced portfolios, and would use setbacks to add to positions in developed equities and high-yield credit.

We noted in February that 2012 could well be "another year of living dangerously". There...

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