2020 “Sure Things”
Every January, I start keeping track of the predictions for the upcoming year I hear in the financial media and from advisors and investors. Today we’ll look at a list of “sure things” I’ve been hearing for 2020.
Don’t Be Part of the Sales Prevention Team
If you do any of the things below, you are on the “sales prevention team.”
Stop Asking for Referrals During a Review Meeting
For many advisors, asking clients for referrals remains a messy, uncomfortable situation.
Why Do Men Make Everything a Sports Analogy?
Women’s Unique Considerations around Money
Smart Tax Tips for Widows
TikTok is Ripe for the Taking!
The United States Shall Be Paid Only in Its Own Money
Immediate Annuities May Fit Into Retirement Plan
Does the Economy Affect Factor Returns?
Measuring the Quality of an Advisory Firm
My Boss is Never Happy with Our Success
The Three Largest Cryptocurrencies
January Producer Price Index: Core Final Demand Up 0.5% MoM
New Residential Housing Starts Inch Down in January
New Residential Building Permits: 1.551M in January
World Markets Update
Weekly Gasoline Price Update: Regular and Premium Mostly Unchanged
NAHB Housing Market Index: "Builder Confidence Remains Solid in February"
Empire State Manufacturing Survey: Activity Picks Up in February
Improving Client Experience Through Better Risk Tolerance Assessments
A Multi-Asset Approach to Assessing Risk and Opportunity in Emerging Markets
Signal vs. Noise: Is Noise Affecting Your Ability to Focus on Investor Behavior?
Growth Prospects and Challenges Ahead for the U.S., U.K., Eurozone, China, and Japan
Top Ten Reasons Emerging Markets Poised to Rally in 2020
After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come.
It's All About the Algorithm: Three Ways to Assess AI in Investment Strategies
Quantitative managers are creating investment strategies that harness AI. How should investors assess them?
2020 Investment Outlook: The World’s Next Big Digital Platform
CEO Jan van Eck shares his 2020 investment outlook, with a focus on navigating central bank policy and what he views as the most interesting investable trend for 2020: the digitization of India.
SPONSORED Looking Beyond Negative Yields
We believe that bonds will continue to provide benefits in terms of both portfolio diversification and return. However, with absolute yields at low or even negative levels in some markets, these benefits may be muted relative to historical patterns. These dynamics heighten the need to take an active, global approach to a fixed income allocation.
Outlook 2020: Slower Growth, with a Chance of Recession
This expansion cycle has lasted much longer than usual, and major market indicators have moved closer to recessionary levels. Does this mean there’s a downturn on the horizon? Brad McMillan, Commonwealth’s chief investment officer, looks at several factors that should determine where we’re headed and explains why a recession—if there is one—won’t be as bad as many fear.
SPONSORED 2020 Global Market Outlook: Comfortable with the Uncomfortable
Central bank accommodation appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks, but potential opportunities can still be found in credit sectors. We expect technology to continue to disrupt global sectors and industries. Geopolitical events could be triggers for market volatility in 2020.
Loomis Sayles Investment Outlook
Economic and corporate earnings growth will likely have to beat consensus expectations for investors to earn above-average returns in the year ahead.
Thornburg’s 2020 Outlook
Risk assets begin 2020 at lofty price levels. Are stocks fully valued, or rather a relative value versus global bonds?
Read a conversation with Thornburg Chief Investment Strategist Brian McMahon who surveys the unfolding investment landscape.
Threading the Needle: 2020 ETF Market Outlook
Get 3 portfolio strategies for the new year
Heading into 2020, there are a lot of positive signs in the market. However, the margin for error in 2020 will likely be as small as it’s been in a very long time. Read our 2020 ETF Market Outlook to find out how to:
- Stay invested, but limit downside risks
- Actively balance risk in the hunt for yield
- Position to temper the impact of macro volatility
Register for access to our 2020 ETF Market Outlook
Loomis Sayles Investment Grade Bond: Who We Are
Value investing is a part of who we are and how we manage the Investment Grade Bond Strategy. Learn more about our research-driven, contrarian approach.