Outlook 2012
January 23, 2012
What are market conditions like?
Andrew Lo, AlphaSimplex Group
Fair to partly cloudy with a chance of thunderstorms.
Thomas Fahey, Loomis, Sayles & Company
Our outlook for 2012 is cautiously hopeful
Patrick Rogers, Gateway Investment Advisers
We expect volatility to continue to be pretty robust.
Elaine Stokes, Loomis, Sayles & Company
It's a good time to buy.
Where are the bright spots?
David Herro, Harris Associates
There are a lot of bright spots in equities. It’s actually hard to find dull spots.
Chris Wallis, Vaughan Nelson Investment Management
I’m not bearish on the U.S. I don’t think our long-term competitiveness has been compromised.
Michael Acton, AEW Capital Management
The biggest bright spot for REITs in 2012 is going to be the simple fact that they have access to capital.
Where are you going for yield?
David Rolley, Loomis, Sayles & Company
Individual corporate securities in the high yield space.
Matthew Eagan, Loomis, Sayles & Company
Places like high yield, bank loans, emerging markets.
What are the biggest challenges?
Andrew Lo, AlphaSimplex Group
We’ve got political dysfunction to an unprecedented scale
Matthew Eagan, Loomis, Sayles & Company
One is the European situation, which leaves the possibility of a significant systemic meltdown in the market.
Michael Mangan, Harris Associates
The main pitfalls we see for investors in 2012 have more to do with being afraid of equities, not investing in the equity market.
Important disclosure
This video is for informational purposes only and should not be construed as investment advice.
The analyses and opinions referenced herein represent the subjective views of Chris Wallis, Mike Acton, Patrick Rogers, Dave Rolley, Matthew Eagan, Elaine Stokes, Andrew Lo, David Herro and Michael Mangan as of November 2, 2011, November 17, 2011, November 22, 2011, November 20, 2011, and December 15, 2011, respectively. They are subject to change at any time based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Past performance is no guarantee of future results.
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