First, a recap: some successful themes of 2009

During this time of year, investors like to examine various forecasts and begin positioning their portfolios for 2010. The performance of broader markets in 2009 was a huge relief for investors as many may now feel that things can improve from here. From a technical standpoint, the Great Recession likely ended in Q2 09 and market performances coming out of recessions have generally been quite positive. The question now facing investors is what portfolio strategies should be implemented for 2010.