2013 Investment Themes

2013 Investment Themes highlights ten topics that are likely to dominate the markets in 2013 and was compiled using ideas and commentary from thought leaders in Citi Research. The report outlines our base case macro assumptions for the global economy and we have selected several investment themes for 2013 that we believe have the prospect of strong investor interest on urbanization in China, how to play the revolution in the gas market within the global energy sector, the explosion of smartphone devices and US REITs as an underowned asset class.