Global Insight 2020 Outlook

We see higher ground for equities in 2020. But we are more cautious than at any time in the past decade. We also explore how negative bond yields are modifying investor behavior and distorting the economic landscape; the puzzle caused by ultra-low interest rates; and the new industrial revolution.
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Unfriendly trade winds? Putting the selloff in perspective

Markets swooned worldwide amid a reignition of U.S.-China trade tensions and a sinking Chinese yuan.
While the selloff was jarring, some perspective is in order. We believe investors should maintain equity
positions as the U.S. economy is not in danger of an imminent recession, but volatility could persist.

For a full report, clieck here