HSBC’s Sels outlines investment strategies for portfolios in 2012

Willem Sels, UK Head of Investment Strategy at HSBC Private Bank, has issued a note focused on the ‘known unknowns’ which serve as a guide to investment strategies through 2012

According to Sels, there will be two key drivers of investment decisions:

   – How deep will the Eurozone recession be?

   – Will the US continue to de-couple from the Eurozone, as it has done in past months?

For the full note click here: [asset_library_tag 3890,Strategy Matters]