Investment Manager Research | Knowledge College
2019 Fourth Quarter Knowledge College
January 16, 2020
Fourth Quarter 2019 Knowledge College 2020 Outlook
•Heading into 2020, several asset classes hit new all-time highs with valuations approaching similarly full levels.
•Can trade wars, or even war finally derail markets moving from higher? Will a contentious election prove impactful in the U.S.? Does the Fed’s more accommodative reversal in 2019 mean we’re back to the races?
•In the following sections, we break down the primary drivers of asset prices, discuss our updated outlook for long-term returns and pull out key themes investors should consider in 2020.
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