2010 Bespoke Roundtable

Source: http://www.investmentpostcards.com/2009/12/27/2010-bespoke-roundtable/
Posted on Sunday, December 27th, 2009 | In Bonds, Commodities, Investing Lessons, Market Commentary

Contributed by: Prieur du Plessis (http://www.investmentpostcards.com) -

Bespoke Investment Group has just conducted a roundtable on the outlook for the economy and financial markets by surveying opinions from individuals that run “the best financial blogs and websites”. As the writer of the Investment Postcards blog, I am honored to have been included on the list of 12 roundtable participants.

Each participant was asked to respond to the same 25 questions regarding their 2010 outlook as well as their take on 2009.

To start off the roundtable, Bespoke created a matrix highlighting prognostications for various asset classes in 2010. Not all participants took part in this section of the Q&A, but the ones that did are included in the matrix below. As shown, the majority view is that the S&P 500 will be up in 2010, bonds will be down, oil will be up, the dollar will be up, US home prices will be up and China’s stock market will be up. The projection for gold was split.

Please click here to view the 2010 Bespoke Roundtable. (And click here to learn more about Bespoke.)

Source: Bespoke, December 24, 2009.

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About Prieur du Plessis (http://www.investmentpostcards.com)
Prieur du Plessis has 25 years’ experience in professional investment research and portfolio management. More than 1,000 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns. He has also published a book, Financial Basics: Investment.
Prieur is chief executive and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and other African countries.
Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental IndexTM methodology in the Pan-African area.
Prieur is 52 years old and lives with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His recreational activities include long-distance running, motor cycling, traveling and reading.