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Financial markets and the economy explained with a little help from the people inside Schroders.
Episodes
Thursday Jan 23, 2020
Thursday Jan 23, 2020
What can we expect from markets do in 2020 and will the economy be better in the next 12 months than it was in 2019?
Those are just two of the questions we posed to Johanna Kyrklund, Chief Investment Officer, and Keith Wade, Chief Economist, in this outlook 2020 special.
RUNNING ORDER:
01m 05s: Highs and lows of 2019?
Markets in 2020
01m 50s: Why will investors need to dig a little deeper in 2020?
02m:25s: Which areas of the market would you have to dig a little deeper?
03m 20s: Is now the time for a value comeback?
04m 18s: Is there still pressure on central banks?
04m 47s: Are falling bond yields affecting the market?
05m 43s: Will the appointment of Christine Lagarde force a change in direction for the European Central Bank?
The global economy in 2020
07m 02s: Will 2020 be any better than 2019?
08m 29s: US-China trade deal
09m 37s: What impact will US politics have on the markets?
10m 36s: Any other political issues we should keep our eye on?
11m 39s: Will corporate earnings suffer?
Markets and economies to love, like and avoid
12m 12s: Which markets would love, like and avoid?
13m 33s: Which economies would you love, like and avoid?
15m 00s: Any areas of the economy that could surprise in 2020?
15m 28s: Any potential positive surprises in the markets in 2020?
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