This year has been tumultuous, to say the least. After a sudden nosedive at the onset of the crisis, swift actions by central banks worldwide have led to soaring markets. Yet, many corporate financials seem shaky at best. With almost every sector struggling to adjust to a still uncertain recovery, what strategic investment decisions are key? Will a growing mountain of debt "creative destruction" that is needed for economic growth? And are there pockets or opportunities, or risks, that are not well understood?