THE INVESTMENT YEARBOOK 2020

Questions, questions, questions. Will the US and China agree a trade deal, or will hopes be dashed once more in a Trumpian Twitter storm? Will monetary policy remain easy, or will inflation rear its head, forcing central banks to tighten? Will the UK ultimately leave the EU in January 2020, or will the decision be delayed again? Certainty has been a rare commodity in recent years and yet, as 2019 draws to a close, investors in risk assets have largely enjoyed a positive, if bumpy, ride. As attentions now turn to the start of a new decade, as ever, we are delighted to present this annual compilation of our fund managers’ views; we hope you will find them engaging, inspiring, and even entertaining.

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