After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come.

Quantitative managers are creating investment strategies that harness AI. How should investors assess them?

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.

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.

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.

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.

Economic and corporate earnings growth will likely have to beat consensus expectations for investors to earn above-average returns in the year ahead.

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.

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:

1. Stay invested, but limit downside risks
2. Actively balance risk in the hunt for yield
3. Position to temper the impact of macro volatility

Register for access to our 2020 ETF Market Outlook

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.