Blue Horizon Wealth Partners January 2013

From depression to optimism (or to complacency?)

It looks like a different world. Since the turn of the year the sentiment has changed fundamentally. The fear of falling off the cliff – not only in US fiscal terms – turned into a thoroughly positive mindset, an upbeat mood confirmed in numerous comments by many of the global leaders at the WEF in Davos. As a result, the year-end rally extended into January. While, throughout 2012, we ...

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