Nomura's 7 Key Calls For 2012

From a recent Nomura research notes comes 7 key trading calls for 2012:

Key Call 1: Buy Gilts with Sterling exposure

Key Call 2: Buy U.S. investment grade corporate bonds

Key Call 3: Buy 10Y U.S. Treasuries, expect the curve to flatten

Key Call 4: Buy Emerging Asia curve steepeners (but caution on EM FX)

Key Call 5: Long U.S. Dollar / Short Euro

Key Call 6: Long Gold / Short Oil

Key Call 7: Long European Telecoms / Short European Utilities (equity)”

Source: Nomura

NOW WATCH: Money & Markets videos

Want to read a more in-depth view on the trends influencing Australian business and the global economy? BI / Research is designed to help executives and industry leaders understand the major challenges and opportunities for industry, technology, strategy and the economy in the future. Sign up for free at