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CAPITAL MARKETS UPDATE 4 th Quarter 2012. An Independent Registered Investment Advisor 9601 McAllister Freeway , Suite 1130 San Antonio, TX 78216 210.547.3450 www.harrismartinfinancial.com Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

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CAPITAL MARKETS UPDATE

4th Quarter 2012

An Independent Registered Investment Advisor

9601 McAllister Freeway, Suite 1130

San Antonio, TX 78216

210.547.3450

www.harrismartinfinancial.com

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Stephanie Harris, CFP®Kyle Martin, CFP ®

[email protected] [email protected]


Outlook
OUTLOOK

  • Investor Behavior

    • Despite rising risks and low potential returns, investors continue to be misallocated.

  • US Equities

    • US Equities look attractive, even after assessing risks.

  • Global Economy

    • The global economy remains troubled, but not in crisis and international valuations remain attractive.

  • Way Forward

    • Investors need a more balanced approach to generating income in an age of stretched valuations.








Us equities

US Equities bonds.



The stock market has rallied to close-to-previous-peak levels, but relative valuations look much more attractive now…






Markets have risen under both parties. still looks relatively young.


Global economy

Global Economy still looks relatively young.




The actions of the ECB have succeeded in calming fears about sovereign debt and the banking system…


European stocks look cheap in absolute and relative terms. sovereign debt and the banking system…


Way forward

Way Forward sovereign debt and the banking system…


In the age of debt, investors need to move back to balanced. sovereign debt and the banking system…


Backup charts

Backup Charts sovereign debt and the banking system…


Gold sovereign debt and the banking system…


Historical Returns by Holding Period sovereign debt and the banking system…


Annual Returns and Intra-year Declines sovereign debt and the banking system…


The Dow Jones Industrial Average Since 1900 sovereign debt and the banking system…


Index Definitions sovereign debt and the banking system…


Index Definitions sovereign debt and the banking system…


Definitions, Risks, & Disclosures sovereign debt and the banking system…

The information contained in this report does not purport to be a complete description of the securities, markets, or developments, referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Stephanie Harris and Kyle Martin and not necessarily those of RJFS or Raymond James. Expressions of opinion are as of this date and are subject to change without notice. All charts included above are for illustrative purposes only.


Stephanie A. Harris, CFP sovereign debt and the banking system…®

210.547.3450

[email protected]

Kyle Martin, CFP®

210.547.3450

[email protected]

Securities offered through

Raymond James Financial Services, Inc., member FINRA/SIPC


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