Shock waves subsiding 3
Signs of life revisited 5
Introducing our new Shock waves analysis 6
Stock screen 10
Key forecasts 12
Portfolio 13
Key charts and tables 17
Balance sheet and P&L account: FTSE 350 non-financials 18
Economic indicators 20
Profitability 22
Earnings and dividends 23
Interest rates 27
Valuation 29
Demand & supply 31
Miscellaneous 35
Performance & weights 41
Asset class returns 42
Index performance charts 44
1-month analysis 45
3-month analysis 47
6-month analysis 49
12-month analysis 51
Quarter-to-date analysis 53
Year-to-date analysis 55
Sector performance 57
Index and sector weights 59
All-Share constituent weights 63
Concentration 70
Appendix: methodology 73
Disclosure appendix 77
Disclaimer 79
Contents