Heading into 2020, global growth has slowed considerably. Trade continues to be a major headwind to the expansion, however, economic fundamentals – low unemployment, rising wages and sustained consumer confidence – are healthy. Meanwhile, the longest-running bull market in history now is also the best performing. What does it all mean?
The global economy could be poised for a rebound in 2020, with the cadence of growth improving as the year progresses.
Our panelists recently discussed contributing factors and market conditions in 2020.
Market volatility can be unsettling, but history shows that prices have returned to less volatile patterns over time. That can be good news for long-term investors.
China’s aggressive tech ambitions and the ongoing trade war present challenges, but may create opportunities for long-term investors. Our team discussed navigating the current global technology environment amid the uncertainty.
Many investors have been reluctant to invest in emerging market equities because of concerns about volatility. We believe the fundamentals argue in favor of a strategic allocation.
The Business Roundtable recently updated its view on the “Purpose of a Corporation” and the reactions were immediate. Is it the end of capitalism? Just lip service to support entrenched management teams? Our team analyzed the potential impact on business, industry analysis and corporate governance.