As we approach the end of a decade, how should investors position portfolios in 2020?
In this webinar, we address investor's questions such as:
- Will continued low growth and inflation sustain the search for yield?
- Will geopolitical overhangs, both in trade as well as Brexit, stabilise
or fall apart?
- Are US politics about to upset the apple cart?
- What could surprise investors in 2020?
And cover topics including:
- Reflation 2020 – the big four signposts: global easing, global growth,
US-China trade & global earnings
- Looking to the past to guide the future. How the 1995, 1998 & 2016
cycles can provide guidance for 2020
- The consumer growth story – emerging markets and the digital
revolution
- The next billion shoppers - are internet and ecommerce sectors
insulated from the US-China Trade War?