Roosevelt Investment’s January 2013 investment commentary looks towards 2013 and the themes they suggest watching. "A cloud of political uncertainty hovered above the markets in the fourth quarter of 2012. Fortunately, an accommodative Fed and some decent economic indicators cast a bit of sunshine and prevented major sell-offs. Looking ahead, the debt ceiling negotiations could present a serious challenge both to lawmakers and the markets over the coming months. Nevertheless, reasons for cautious optimism exist. Easy monetary policy and economic improvements may trump political instability."