2011 Year in Review and 2012 Market Outlook

January, 2012

This paper reviews economic and market performance in 2011. The year was best described as a three act play, with an optimistic period, a time of weakening, and then a recovery of sorts. Investing results for stocks in the U.S. were humble, but positive, while outright negative in Europe and Asia. Some stock sectors generated attractive returns, while others lost 10-20%.

The paper examines what’s ahead for 2012, outlining two major factors that could likely impact economic and market performance, including Eurozone debt refinancing and U.S. presidential and congressional elections. Finally, several potential areas of opportunity to invest are discussed, and some areas to potentially avoid are also outlined.

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