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2012 Investment Themes & Ideas

The report covers:

• Global economic growth and emerging markets
• Euro zone debt situation
• Geo-political instability
• Chinese growth and inflation trade-off
• Quantitative easing in its various forms
• Exchange rate/currency volatility
• Commodity prices
• Interest rates
• Inflation
• Strong corporate Balance Sheets
• Good corporate cashflows, dividends and returns of excess cash to shareholders
• M&A activity

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This report is not, and should not be construed as containing, investment advice or a recommendation. The value of all investments can go down as well as up. You may not get back all the funds you invest. SVS Securities Plc is authorised and regulated by the Financial Services Authority (Reg. 220929). SVS Securities Plc is a member of the London Stock Exchange and a PLUS Markets Corporate Advisor. Company No. 04402606. The company is registered in England and Wales.