December 26, 2011 Vol. 164 No. 10 / Fortune Asia / SPECIAL ISSUE / Investor's
Guide 2012

INVESTOR'S GUIDE 2012

61 | WHERE DO I PUT MY MONEY NOW?
Our man's solution to markets in turmoil: Stick with simple and boring.
BY ALLAN SLOAN

66 | EXPERT ROUNDTABLE
Five of the world's top money managers share their best advice.

76 | TEN BEST STOCKS FOR 2012
Reliability and income matter more than ever.
BY JON BIRGER

86 | A HEDGE FUND GENIUS GOES RETAIL
Cliff Asness believes he has a better way for regular folks to invest.
BY SHAWN TULLY

93 | NEW GLOBAL HOT SPOTS FOR INVESTORS
Emerging markets can present investing opportunities.
BY RICHARD MCGILL MURPHY

99 | MUTUAL FUND ALL-STARS
Meet five who won big. Here's how they did it and what they like now.
BY SCOTT CENDROWSKI

104 | WEALTH ADVISER
Beware of amped-up ETFs窶杯hey may not work the way you expect.
BY JANICE REVELL

106 | NEW GURU ON THE BLOCK
Tough love from Ramit Sethi, Gen Y's favorite personal finance adviser.
BY MINA KIMES

112 | WHAT'S NEXT FOR WALL STREET?
To thrive again, the big firms must first change in painful ways.
BY GEOFF COLVIN

116 | THE TRIUMPH OF BLACKSTONE
The soaring private equity giant has become more than a one-man show.
BY KATIE BENNER

124 | THE BEST AND WORST OF WALL STREET
A look back at the highs and lows of the past year in the financial markets.

28 LEADERSHIP
Wal-Mart's Makeover
Marketing chief Stephen Quinn tells all about rebranding the world's largest
company.

INTERVIEW BY GEOFF COLVIN

34 The Man Powering Up GE
John Krenicki is the most important executive at GE's most important business.
Could he run the whole company someday?
BY BETH KOWITT

41 Marketing Magic
How Jack Daniel's, the Tennessee whiskey in the square bottle, became a global
megabrand without losing its small-town authenticity. A Fortune book excerpt.
BY JIM STENGEL

46 The Untamable River Trade
Barge operators wage a continual, chaotic, slow-motion battle of logistics.
BY KEN OTTERBOURG

10 FIRST
By the Numbers

Shoemaker Allen Edmonds exemplifies American craftmanship.
BY ANNE VANDERMEY

13 FIRST
The Briefing
Billionaires battle on the high seas, Lockheed's F-35 caught in a crossfire, and
more.

14 FIRST
Closer Look
Why can't Europeans get along?
BY PANKAJ GHEMAWAT

15 FIRST
The Best Advice I Ever Got
Michael Moritz, Sequoia Capital's managing partner.
INTERVIEW BY ELLEN FLORIAN

16 FIRST
Game Changers
Car shopping: a better way?
BY DAVID A. KAPLAN

18 TECH
When Supply Chains Break
Natural disasters have shown manufacturers how fragile those networks are.
BY BILL POWELL

21 TECH
Tech@Work
Personal tech gets down to work.
BY RICHARD NIEVA

22 TECH
Mobility@Work
Extreme tablets for extreme jobs.
BY MICHAL LEV-RAM

OPINION
24 Allan Sloan
Bill Miller had a great run. But did his investors?

25 John Cassidy
His forecast for the economy in 2012: cautiously ... optimistic.

26 Sheila Bair
What we need is a Volcker Rule that's simple and makes sense.

9 Editor's Desk

132 Bing!

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