2020 outlook: on a wing and a prayer

Invesco
Door januari 20, 2020 16:54

2020 outlook: on a wing and a prayer

The Big Picture

2019 has been a good year with strong returns on a broad range of assets. The global economy has decelerated but we hope policy easing will stabilise things during 2020 (the wing and a prayer). Our favoured asset class is real estate (where we remain maximum allocated) and we boost credit positions to the maximum allowed. We are also adding a commodity position (focused on industrial commodities). These are balanced by reducing cash (still Overweight) and equities (to slightly Underweight). On a regional basis we like emerging markets (EM) but have reduced UK positions out of fear of a no-deal Brexit by end-2020.

Invesco
Door januari 20, 2020 16:54

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Twitter

The fight for the Democratic nomination moves into the next round. -> https://www.opiniopro.com/2020/02/fn/the-fight-for-the-democratic-nomination-moves-into-the-next-round/ #elections #usa #Trump #Republican #Democrats via @DWS_Group

Slowing but going -> https://www.opiniopro.com/2020/02/fidelity/slowing-but-going/ #AssetAllocation #Equities #FixedIncome #RealEstate via @Fidelity

The prospects for economies and markets in 2020. -> https://www.opiniopro.com/2020/02/bmo/the-prospects-for-economies-and-markets-in-2020/ #brexit #centralbank #china #Fed #manufacturing #oil #recession via #BMO

Navigating a Sentiment Crash -> https://www.opiniopro.com/2020/02/qma/navigating-a-sentiment-crash/ #crash #Equities #growth #sentiment #value via @pgim

Are you taking enough risk? How do you know? -> https://www.opiniopro.com/2020/02/invesco/are-you-taking-enough-risk-how-do-you-know/ #china #Equities #factor #FixedIncome #riskpremium via @InvescoEMEA

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