Monday, 9 December 2019
Prices of risky assets and the fundamentals have been diverging for quite some time now. Next year, something’s got to give: either the economic fundamentals and profit growth will improve or prices of stocks and corporate bonds will decline. In this Asset Allocation publication, we present our 2020 outlook and we explore the main risks and opportunities. There is a lot to cover, but it’s well worth the read as financial markets are nearing important inflection points.
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