A tale of s scenarios

By November 15, 2019 12:56

A tale of s scenarios

Outlook 2020

The recurring theme of this outlook can be summarized in just two words: ‘what if?’. We expect the economic expansion to last a little longer, and the equity bull market to enter the last leg of a near decade-long climb. Based on expected global GDP growth, company earnings, and the relative value of equities compared to other assets, there is definitely a case for a prolonged period of tailwind for investors. We believe the things that made financial headlines in 2019 – Brexit and trade wars – to be less prominent in 2020. However, what if we’ve got it wrong? What if earnings and GDP growth stall earlier than we expect right now? What if the recession does hit us in 2020? We think the odds are that we will see a best-of-times scenario for at least one more year, but we also believe the impact of a worst-of-times scenario (please excuse us for paraphrasing the opening sentence of Charles Dickens’ A Tale of Two Cities, we are aware you have seen this phrase in investment outlooks many times before) would be so big, that it would be unwise to ignore it completely.

By November 15, 2019 12:56



Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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November 2019