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The Markets in 2012
Contents
1 Leaders
1.1 Global Economy
The outlook for 2012
1.2 The Renminbi
The world’s next reserve currency?
1.3 The Case for Equities
Is fundamental valuation dead?
1.4 US Elections
Presidential prospects and implications
1.5 Investing in a Crisis
Tough times ahead but there will be opportunities
Executive Viewpoints
1.6 Brazil
Economic prospects
1.7 Risk Monitor
Ten key risks to watch out for
1.8 Inflation
Central banks looking the other way?
1.9 Trade Finance
Back in fashion
2 Economics & Geo-Politics
2.1 The Eurozone Crisis
Fast track Europe’s road map
2.2 China
Soft or hard landing?
2.3 The US Dollar
Are we entering a post-dollar world?
2.4 US: Green shoots or parched roots?
2.5 Growth Solutions
What Greece and Italy could learn from Ireland
2.6 Emerging Markets
Can they decouple?
2.7 Africa
The next frontier: who to watch
2.8 Asia
Slowing but how much?
3 Markets
3.1 US Equities
It’s all about the multiple
3.2 European Equities
Time to be bold
3.3 Asian Equities
Focus on large caps
3.4 Emerging Market Equities
Difficult year ahead
3.5 Credit
Outlook for 2012
3.6 Commodities
Can they push higher?
3.7 FX
Prospects for key exchange rates
3.8 Rates
Two scenarios
3.9 ABS
Challenges and opportunities
4 Sectors & Corporate Strategy
4.1 Outlook for Corporates
Test of nerve
4.2 M&A
Outlook for 2012
4.3 Natural Resources
Valuation disconnect
4.4 Telecoms & Media
The digital revolution
4.5 Consumer Goods
Deals on the way
4.6 Industrials
Prospects for earnings
4.7 Financial Institutions
Deleveraging
4.8 Financial Sponsors
Shifting focus
4.9 Technology
Cloud computer land
4.10 Healthcare
What’s ahead for 2012?
5 Financing, Investment & Risk Management:
5.1 Bond Market Outlook
Outlook for 2012
5.2 Equity Market Outlook
Prospects for issuers
5.3 Commercial Mortgage Backed
Securities
False boom, real dawn
5.4 Art
The waiting room
Financing, Investment & Risk Management:
Research Viewpoints
5.5 The Ideal Portfolio
What to own
5.6 European Financial Risk
How to hedge systemic risk
6 Regulation & Trading Technology
6.1 Regulatory Change
What’s ahead
6.2 Electronic Trading
Trends to watch
6.3 Centralised Clearing
Adopt early or wait and see?
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