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Alternative Market Briefing

Legg Mason CIO believes US large cap equities could deliver 15% growth over 2010
Tuesday, January 11, 2011

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Bill Miller From Beverly Chandler, Opalesque London:

Bill Miller, the Chairman and CIO of Legg Mason affiliate Legg Mason Capital Management, believes US large cap equities are significantly undervalued and that the S&P 500 could deliver as much as 15% growth in 2011. Miller particularly favours financial stocks believing that they could drive over 25% of the earnings growth for the S&P 500.  Miller quoted Warren Buffett, who in a speech in October 2010 said that stocks are clearly cheaper than bonds at the moment. Miller believes that investors who have followed Buffett in the past have been richly rewarded.

Miller explains, "The econom......................

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