Here is the first Hardman & Co Monthly of 2011. For the current year we expect rising interest rates, higher inflation, weakening bond prices and narrower pension fund deficits. Equities will be all about stock selection, with the FTSE matching the inflation rate but once again some sparkling performances from individual companies on the back of strong fundamentals. Otherwise agriculture – and crude oil – are the places to be.  As well as our bets on the underlying background for investment in 2011, this Monthly includes updates on the quoted companies we research including Alliance Pharma (LON:APH) , Asian Plantations (LON:PALM) , Braveheart Investment Group (LON:BRH) , Cadogan Petroleum (LON:CAD) , Colliers International UK (LON:COL) , Eleco (LON:ELCO) , Lok'n Store Group (LON:LOK) , Lombard Risk Management (LON:LRM) , £PKG .  

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