Two dueling forces have shaped asset performance in 2019: the protectionist push and a dovish pivot in monetary policy. The latter won out for risk assets, fueling multiple expansion in equities and helping send bond yields to historic lows. What do we expect in 2020? The three new themes we introduce in our 2020 Global […]
source https://thebtrader.com/2019/12/16/changes-to-our-investing-views-for-2020/?utm_source=rss&utm_medium=rss&utm_campaign=changes-to-our-investing-views-for-2020
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