SPTL - 2020 Outlook: Sustainable Strategies May Offer A Path Through Volatile Markets
We think 2020 will be characterised by muted global growth, a slower US economy and continued uncertainty about how monetary policy and politics will move markets. In this environment, investors should aim to keep their portfolios on track by having conviction and actively managing risk - not avoiding it.
Major political developments, including US President Donald Trump’s bid for a second term in office, are on the horizon. This will likely contribute to wide “risk-on/risk-off” movements as sentiment swings between riskier and “safer” asset classes. We expect low beta returns for the overall market, which