2020 Outlook: Everything in Moderation

2020 Outlook: Everything in Moderation

🕔14:53, 1.Jan 2020

Although the 2020 outlook remains guarded, monetary accommodation by key central banks appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks for sovereign bonds. Potential opportunities can still be found in

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Ghosts of Christmas Past

Ghosts of Christmas Past

🕔11:28, 1.Jan 2020

Ghosts of Christmas Past After a very positive year for investors in 2019, we expect lower positive returns on financial assets in 2020 as some Ghosts of Christmas Past reappear. We don’t expect a global or US recession, and anticipate

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Comfortable With the Uncomfortable

Comfortable With the Uncomfortable

🕔10:33, 1.Jan 2020

The “reflation trade” appears real, but risks are still elevated. Although the 2020 outlook remains guarded, monetary accommodation by key central banks appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks

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From TINA to FOMO

From TINA to FOMO

🕔06:46, 1.Jan 2020

What happens after a mid-cycle slow down? Once again, the most likely answer in the current extended cycle appears to be "yet another moderate upswing." In 2020, we expect about 5% in total returns for global equities. And lest that

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