François Trahan hosted this 45–minute presentation covering his 2012 Portfolio Strategy Outlook. Topics include: Redefining The New Normal For Economies And Financial Markets; How Will Investors Adjust To The New Speed Limit Of Economic Growth?; What Can We Learn From Japan’s Experience With Secular Headwinds?; Why Investors Must Become More “Cycle–Aware” In Their Investment Process; Inflation: The Most Misunderstood Factor In Financial Market Forecasting; The Magnified Role Of Inflation In Today’s Financial Market Backdrop; How Will Business Cycles Evolve Without Effective Monetary–Policy Options?; How Inflation Will Alter The Financial Community’s Investment Time–Horizon; Lessons Learned In 2011 And Their Impact On Our Bullish Thesis For 2012; Why We Believe Leading Indicators Will Continue To Rise In The Coming Quarters; Our Non–Traditional Macro Approach To A Bullish S&P 500 Price Target; and Country, Size, Style and Factor Allocation for 2012.
This conference call is limited to active clients of Wolfe Trahan & Co. For information about becoming a client, please click here.