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Investment outlook 2020

A Tale of Two Scenarios

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After a slow start, growth will gradually pick up. Earnings growth will turn positive in the first half of the year, helping sentiment that is currently far from exuberant. Global equities are bound to make new highs before perhaps struggling towards the end of the year as recession fears start all over again.

Jeroen Blokland, Head of Multi Asset

We expect the equity bull market to enter the last leg of a near decade-long climb, but investors should brace themselves for the alternative – a scenario in which markets are sent spiraling.

In ‘A Tale of Two Scenarios’, we look at possibilities, risks and opportunities:

  • Central banks will welcome the increase in inflation
  • The triggers we need for a comeback of value
  • Should equity investors favor Europe over the US?
  • Fixed income in both a recession and a recovery scenario
'Though the earth was cold and wet, the sky was clear, and the sun rose bright, placid, and beautiful.' – Charles Dickens, A Tale of Two Cities.

What lies in wait

Our expectations for 2020 from a multi-asset, equities and fixed income perspective.

What lies in wait

Our expectations for 2020 from a multi-asset, equities and fixed income perspective.

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