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I appreciate the invitation to join once again in Seeking Alpha’s annual program of looks at the year ahead. It is a change from my regular “week ahead” articles! The SA series is quite valuable, and I always learn a lot. This year is especially important.
What do you expect to be the key driver of stock market performance over the course of 2020?
Asset reallocation - new countries, new leadership, and new sectors. Changes will be sparked by reduced economic fear and a reassessment of potential returns. Underlying these changes is an unwinding (at