Rick Rieder, Russ Brownback and Trevor Slaven contend that eight major market influences are likely to dominate the investment environment in the year ahead and that the proper portfolio mix will be instrumental in delivering a successful outcome.
In our industry, we can safely rely on the turn of the calendar year to bring with it an overflowing inbox of "bold calls" for year ahead. Through the barrage of 2020 predictions, sector bets, benchmark target revisions, and the like, we are struck by the sobering reality that it will be incredibly difficult for asset markets