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Reasons to be Optimistic in 2013

March 2013
Attached please find a Rocaton thought piece on market sentiment entitled Reasons to be Optimistic in 2013. In recent days, domestic equity markets have reached new highs, yet investor sentiment remains clouded by the significant economic and political challenges ahead. We at Rocaton are not economists and are not prone to excessive optimism, however, we would like to challenge certain prevailing opinions and raise awareness of the concept of improving fundamentals. We have assembled a list of positive developments followed by a summary of the main challenges facing global economies and markets.

 

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