Tag: 2020 Forecasts

We publish most of our 2020 forecasts in the last quarter of 2019, but we continue to publish forecasts for 2020 throughout the year.

First and foremost we apply a top down approach. We start with the 5 key asset classes and try to predict the trends between asset classes: stocks, treasuries, commodities, gold, currencies. It is one or two asset classes that typically turn into a bull market every 6 to 12 months.

Not only do we try to forecast the high level trends but also do we go one level deeper. We look at forecasts for 2020 in particular stocks, specific commodities, several currencies, and even Treasuries.

For 2020 particularly we expect a good year for stocks. That’s because global stocks have been in a consolidation mode for more some 20 months. That’s a RISK OFF period.

Stocks tend to move in cycles, going from RISK ON to RISK OFF and back. Not only do we believe that stocks as an asset class will do well, we do believe all global stock markets will do well, not just the U.S. for instance. We do expect especially emerging stock markets to do well in 2020.

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