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With no obvious shocks on the horizon, Chief Market Strategist David Lafferty believes 2020 market performance hinges on pace of global growth.
Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.
Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.