Investment of the Week and Dick Davis Digests Editor Chloe Lutts takes a look at the trends that could define 2012. Her predictions for growth include the housing sector, emerging markets, and
Happy New Year! I’ve spent the last few issues looking back at 2011, and the trends and stocks that dominated the year. Now that it’s 2012, it’s time to look ahead!
Over the last couple of weeks, submissions have been rolling in for The Dick Davis Digests’upcoming Top Picks for 2012 issues. As I’ve mentioned here before, in addition to representing the very best investing ideas of proven experts, the Top Picks can also offer an in-a-nutshell glance at what analysts are expecting in the coming year. In addition, many editors have laid out their expectations for the New Year in their own letters. Combining these sources gives us a pretty good picture of what Wall Street is expecting in 2012.
Given the lousy last year, many of the predictions hinge on resurgences, revivals and rebirths.
The first rebirth could come from the housing sector, which, as everyone knows, has been a dead horse for the last five years, since the housing market collapsed. But 2012, some experts are saying, could be the year that these stocks begin to come back to life.
Check out the rest of Chloe’s thoughts in today’s Cabot Wealth Advisory.