08 Jan 2020 – a list of lists regarding the macro investment outlook
Key Points:
- Despite ongoing bouts of volatility, 2020 is likely to provide solid returns, albeit slower than seen in 2019.
- Recession remains unlikely (it’s a bigger risk in Australia) & so too is a long deep bear market in shares.
- Watch US trade wars, the US election, the US/Iran conflict, global business conditions indicators, and monetary versus fiscal stimulus in Australia.
