Podcast 35 – Investor Insight, January 2020, 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 delivered negative returns, 2019 saw strong returns across asset classes, whilst we are projecting positive returns for 2020, we do so whilst moderating expectations.