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December 28th, 2012- Public policy visibility will be crucial in 2013

December 12th, 2012- Public debt sustainability is essential for durable growth

November 28th, 2012- Credible long-term policies are needed

 November 14th, 2012- Seeking answers to known unknowns

October 31st, 2012- 2013 U.S growth and fiscal outlook take center stage

October 16th, 2012- Timely policy execution is needed to boost business confidence

September 25th, 2012- Political compromises are needed for a growth turnaround

September 11th, 2012- Elevated market expectations as policymakers need to deliver

August 22nd, 2012 - Global policy execution risk keeps us in opportunistic mode

August 7th, 2012 - Central banks ease tail risks in the face of fiscal challenges

July 24th, 2012- A view on U.S. Consumer Staples

July 10th, 2012 - Cyclical concerns likely to keep policymakers on alert

June 26th, 2012- Defensive investment posture in an uncertain political and growth environment

June 19th, 2012- Market attention likely to shift to the 2013 U.S. Fiscal and Growth Outlook

June 12th, 2012- Easing inflation and systemic solutions can be pivotal to market sentiment

June 5th, 2012 - Policy action is likely to stem systemic strains

June 1st, 2012 - A View on U.S. Health Care and Sector Dynamics

May 22nd, 2012 - Pre-emptive policies are needed to support growth

May 15th, 2012 - Political uncertainty weighs on risk sentiment

May 8th, 2012 - Dis-inflationary pressures bode well for further global policy easing

May 1st, 2012 - Divergent and uneven global growth dynamics

April 24th, 2012 - Visibility on structural issues is needed for cyclical support

April 10th, 2012 - Medium-term policy uncertainty weighs on risk sentiment

April 3rd, 2012 - Cyclical and structural trends are at a crossroads

March 27th, 2012 - Market stability is contingent on global policy performance

March 20th, 2012 - U.S. housing, jobs recovery and energy renaissance are key levers for growth

March 13th, 2012 - More policy execution and an oil price decline are required

March 7th, 2012 - A View on the Industrials Sector

February 28th, 2012 - Market Risk-Reward Profile is Gradually Tightening

February 22nd, 2012- Rising Oil Prices Pose a Challenge to Global Monetary Easing

February 14th, 2012- A Delicate Balancing Act of Cyclical Momentum and Structural Hurdles

February 8th, 2012 -  A View on the Information Technology Sector

January 31st, 2012 - Central Bank Intervention Carries the Day

January 24th, 2012 - Market Confidence is Conditional on Policy Execution

January 5th, 2012 - Elements of Fundamental Stability Likely to Face Headwinds

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