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OUTLOOK 2012

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The video is an executive summary of our Outlook 2012 and contains a corporate update from our President & CEO, Brent McLean. We share our independent perspective on the global markets including the following key points:

  • Italy is not headed down the same path as Greece
  • China's inflation trend has reversed, setting the stage for outperformance
  • QE3 will come in 2012, and the US will avoid recession
  • Technology, select financials, corporate debt, and the emerging consumer are important investment themes for 2012
  • There are three key red flags for 2012