The AAII New York City Chapter presents...

"Safe Havens in an Environment of Distress"

    Discussed by:

    Jason DeSena Trennert
    Managing Partner and Chief Investment Strategist, Strategas Research Partners LLC

Our speaker, Jason Trennert, and his research team see a world starved for yield and lofty expectations for 2012 profits and growth on Wall Street’s earnings forecasts. Trennert will discuss his belief that, as these expectations correct, a bottoming process for equities will begin. He will also talk about a possible core defensive position for investors: pursuing equities advantaged at the end of the cycle. Trennert will explain why the search for yield will require taking on more risk in such equities, which he calls “The New Sovereigns.”

Attend This Meeting and Learn...
About specific “New Sovereigns” that can serve as proxies for unassailable sovereign debt
About Strategas Research’s outlook for earnings and economic growth and how it compares with the lofty outlooks on Wall Street
Which “thematic baskets” should be overweighted now as defenses in a volatile market

Wednesday, January 4, 2012
5:45 p.m.    Registration
6:15 p.m.    Program
7:45 p.m.     Refreshments (wine & snacks)
The Community Center at St. Jean Baptiste Church
180 East 76th St.
Manhattan, NY
[ Map This Location ]
In Advance* (received by 12/28), Everyone, $24/person
At the Door* (space permitting), Everyone, $30/person
Please register at the door if timely mailing of the registration
form is not possible.

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