Outlook – First Quarter 2020

As 2020 and a new decade gets underway we take a look at the challenges facing investors and what, if anything, could derail the record stimulus-led bull market they have enjoyed since 2009.Although economic growth is forecast to be low, this doesn’t necessarily translate into low stock market returns in an age where rates are low and stimulus seemingly never-ending.  The recent volatility of the oil price means we are thinking of inflation again, and focussing on how to preserve clients wealth through a selective asset allocation.
Outlook Q1 2020