SVM's Lawson: Five of the best for growth

Margaret Lawson, fund manager of SVM Asset Management's £41m UK Growth fund, reveals her top five stockpicks for growth as she predicts the FTSE 100 will rise 10% by the end of the year.

Lawson expects London's leading share index to reach 6,600 at the end of 2011 despite major headwinds in the global economy. Markets will need to absorb the end of the Federal Reserve's quantitative easing plan, uncertain macro data emerging from the US and the threat of rising inflation, especially in China, she said.  On the positive side, interest rates are likely to remain low and as companies recover from the recession, valuations are looking attractive. Lawson is underweight consumer and financials and overweight industrials and energy. The manager's five picks are all high c...