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]