As we near the end of 2012, Psigma's chief investment officer Tom Becket answers 20 key questions on the greatest risks investors face in navigating the markets, and where to find value in 2013.
1. Are we concerned by the recent equity market falls? Without wanting to sound blasé about the recent pullback in equity markets, we had been expecting a period of consolidation and correction, so the recent falls are not a great surprise. Equity markets had moved too far, too quickly and the rally that was triggered by ECB chief Mario Draghi's summer commitment to solve the peripheral debt issues was over-extended. It seemed only a matter of time before investors started to worry about the US fiscal cliff, refocus on Europe's issues and become more balanced in their mindset, having ...
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