This is an extraordinary moment for investors. Many asset classes have notched up double-digit returns over 2019, with equities hovering close to record highs even as trillions of dollars of bonds offer negative yields. But even though markets appear to underappreciate certain key risks, there are still reasons for investors to be cheerful.
In our final episode of the year, we talk to Sonja, CIO, and Emiel, Head of Asset Allocation, about why global growth may ultimately disappoint investors
even as recession fears abate, the many ways in which the US election could disrupt markets appear under-priced, and why a style rotation from growth to value could have a significant impact in 2020.
· Sonja Laud, Chief Investment Officer
· Emiel van den Heiligenberg, Head of Asset Allocation
· Max Julius, Head of Content
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