AGENDA
13.02.2020
Agenda 2020 – Our Views in Brief
Global Growth – We expect global growth to rise in 2020 as an easing of trade tensions puts a floor under global manufacturing activity. …
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AGENDA
13.02.2020
Agenda 2020 – The Dickensian Economy
It has been the best of times and the worst of times for the US economy. While this expansion has been the longest on record at over 126 months, it …
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AGENDA
13.02.2020
Agenda 2020 – Theme 2: ESG Investing Comes of Age
It began as a niche desire. Originally, socially responsible investing (SRI) was confined to a subset of investors who wanted their investments to …
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AGENDA
13.02.2020
Agenda 2020 – Theme 3: Let the Fiscal Phoenix Rise
Inequality of wealth within countries has grown in recent decades, particularly in advanced economies. The post-crisis policy response of injecting …
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AGENDA
13.02.2020
Agenda 2020 – Global Economy Breakdown
United States – Low inflation should keep the US Federal Reserve on hold during 2020. The November presidential election is likely to be a …
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AGENDA
13.02.2020
Agenda 2020 – Theme 1: A Technology Tipping Point
Since Apple released the first iPhone in 2007, few industries have been left unscathed. This transformational device was a tipping point in turning …
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AGENDA
13.02.2020
Agenda 2020 – Fixed Income
Fixed income assets had a strong year in 2019. Bond yields tumbled and credit spreads tightened in response to the dovish pivot by the US Federal …
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AGENDA
13.02.2020
Agenda 2020 – Australian Equities
After a strong year for domestic equity returns, the outlook is for a more benign outcome in 2020. Underpinning this view is the starting point for …
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AGENDA
13.02.2020
Agenda 2020 – International Equities
Our base case scenario remains favourable toward global equities in 2020. Within the US, the Federal Reserve still has room to ease policy should it …
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AGENDA
13.02.2020
Agenda 2020 – Alternatives
We define alternatives to be any asset that is defined by ASIC as a hedge fund or has an illiquidity premium embedded. This makes for a very …
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AGENDA
13.02.2020
Agenda 2020 – Asset Class Quilt of Market Returns
After a dismal 2018, global equity markets roared back to life in 2019 adding some $17 trillion in value over the 12 months. US equities were a …
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