by Bill O’Grady
As is our custom, we use this last report of the year to offer our outlook for next year. In this issue, we will discuss what we see as the key geopolitical issues that will affect the markets and the world in 2012. This list is not exhaustive but highlights our greatest concerns.
Issue #1: The Eurozone
Issue #2: The Weakening of U.S. Global Dominance
Issue #3: The Rise of Iran
Issue #4: Questioning Globalization
Issue #5: The Passing of Kim Jong Il
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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.