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After a tumultuous 2011 many investors are still finding their footing in the markets as confidence in the global economic recovery remains battered down. Despite persistent volatility in financial markets coupled with a looming debt crisis in Europe, the U.S. economy has demonstrated tremendous resilience; investors on the home front have digested platefuls of better-than-expected data releases from both the housing and labor markets over the past few months [see How To Invest Like UBS In 2012]. Encouraging economic data and signs of a labor market recovery have prompted many to overweight U.S. exposure in their portfolios going into 2012; likewise, the domestic real estate market has caught the attention of investors looking to favorably position themselves as the recovery at home picks up steam.

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Historically, no portfolio was complete without a material allocation to real estate. Consistently high real returns and low correlations to stocks and bonds made it easy to overlook the out-of-whack fundamentals that ultimately led to an unprecedented collapse. But when real estate markets got a reality check in late 2008, many investors swore off the asset class for good. Or so they thought. [click to continue…]

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With a roller coaster six months behind us that saw no shortage of interesting twists and turns and unsuspected headlines, we’ve finally reached the midway point of 2009. Ahead of us is the highly anticipated “second half of 2009,” which for months we’ve heard will hold returns to growth, a recovering economy, and enough green [...]

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As the first half of 2009 draws to a close, it seems that we’re finally starting to see things return to some semblance of normality. Equity markets have rallied sharply since bottoming out in March. Volatility is back within its historical range after hitting record highs over the past year. And politicians in Washington have [...]

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