Podcast 35 – Investor Insight, January 2020, The Year Ahead

Ian Gillies talks to Will Hamilton, John Green and Kane Baranow about our Asset Allocation position and outlook as we head into 2020.

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 delivered negative returns, 2019 saw strong returns across asset classes, whilst we are projecting positive returns for 2020, we do so whilst moderating expectations.