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Solving for 2020

Ten for 2020

Macro: “fiscal dysfunction” unmasked

  1. Political risk moves into the driver’s seat
  2. Monetary policy reaches its limits
  3. Another year without recession, but risks are rising
  4. Look for a revival in business sentiment

Fixed income: US markets and quality yield

  1. Fed-ECB rates convergence makes US bonds more attractive
  2. Bifurcation continues in credit

Equities: volatility and rotation

  1. Longer bouts of volatility create value
  2. Active opportunities flow beneath the surface

Alternatives: late-cycle stars

  1. Private markets investing comes into its own
  2. Volatility could mean vast opportunity for liquid alternatives



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