Last month we published ‘Hamilton Wealth Partners (HWP), Investor Insight 82: the year that was’, reflecting on what shaped 2019.
This month we publish our outlook for the year ahead.
We believe 2020 will be the year where debate about the effectiveness of Monetary Policy at these levels intensifies and where many developed markets rely more on Fiscal Policy to stimulate their economies.
Unlike 2018 when all ten major asset classes have delivered negative returns, 2019 saw strong returns across asset classes, whilst we are projecting positive returns for 2020, we do so whilst moderating expectations.
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