Bespoke Roundtable 2012
Bespoke Investment Group has just conducted a roundtable on the outlook for the economy and financial markets by surveying opinions from individuals that run nine of “the most popular financial blogs/websites”. As the writer of the Investment Postcards blog, I am honored to have been included on the list of roundtable participants.
Each participant was asked to respond to the same 37 questions regarding their 2012 outlook as well as their take on 2011.
To start off the roundtable, Bespoke created a matrix highlighting prognostications for various asset classes in 2011. Not all participants took part in this section of the Q&A, but the ones that did are included in the matrix below. As shown, the consensus view the consensus view is that the S&P 500 will be up in 2012, the long bond and corporates will be down (yield up), junk bonds will be up, both gold and oil will be up, U.S. home prices will be up, and China’s stock market will be up. Based on the majority of responses, the Roundtable has “risk on” in 2012!
Source: Bespoke Investment Group, January 3, 2012.
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