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2020 Investment Outlook

Global Markets Research, FTSE Russell.
(Session for investors based in EMEA)

In this 30-minute webinar, Philip Lawlor, managing director, global markets research at FTSE Russell, will discuss some of the risks confronting investors in 2020, before addressing questions via a live Q&A with webinar participants.

Key discussion points:

• Reviewing 2019’s global equity and bond market performance, in the context of a deteriorating macroeconomic backdrop.
• Appraising the current economic, profit, valuation and financial conditions market drivers.
• Exploring what’s priced in and what could surprise in 2020.
Recorded Dec 11 2019 31 mins
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Presented by
[European audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell
Presentation preview: 2020 Investment Outlook
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    • Market Drivers: What is the effect on valuation, earnings and financial conditions? (the Good, the Bad and the Ugly)

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    • Messages: What are the messages conveyed by the bond markets?

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    • Market Drivers: What is the effect on valuation, earnings and financial conditions? (the Good, the Bad and the Ugly)

    • Macro Risks: What are the key macro risks, and what is discounted?

    • Messages: What are the messages conveyed by the bond markets?

    • Market Rotation: How has market rotation impacted factor returns?
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    AGENDA

    Welcome
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    Panel: Macroeconomic implications: COVID-19 & the climate change
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    Panel: Building Investor Momentum for COP26: Climate recovery & the opportunities
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    For professional clients only.
    When you trade ETFs, your capital is at risk.

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  • Title: 2020 Investment Outlook
  • Live at: Dec 11 2019 10:00 am
  • Presented by: [European audience webinar] Philip Lawlor, managing director, global markets research, FTSE Russell
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