SLI highlights opps across assets in 2008/9

“The aftershocks of a global crunch and declines in commercial and residential property prices in various countries are combining with an inflation shock and in some economies, a monetary response,” says Andrew Milligan, head of global strategy at SLI. However, volatility in markets means valuation opportunities are starting to be seen, even in financials and credit. SLI expects valuation opportunities will appear in credit, then equities, then property over the medium term. The house remains light in UK commercial property as well as European and emerging market equities because of t...