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Outlook-2020

Perspectives

Staying positive in a negative (yielding) world

Peter Clive Charrington

By Peter Clive Charrington

Global Head, Citi Private Bank

December 5, 2019Posted InInvestments

I am delighted to announce the launch of Outlook 2020, our annual publication that presents our latest investment themes and insights for the coming year and beyond.

We are confident that 2020 will be brighter than many expect. We believe that global growth will surprise positively, feeding through into modest corporate earnings growth. In turn, this should buoy equity markets and cause longer-term rates to rise by more than the consensus expects. We urge you to cut through the negative noise, focus on hard economic data, and stay fully invested for the coming year.

In Outlook 2020, we therefore explain how to participate wisely in the market upside that the year ahead may bring. We highlight our favored markets and opportunities across the world, as well as certain principles and practices that have helped to keep some families among the world’s wealthiest for generations.

We also set out two broad themes:

Realigning income portfolios
Today’s unprecedented global shortage of fixed income yield calls for major changes in most portfolios. We seek little point in owning low and negative yielding bonds and recommend reallocating to a range of other investments. 

Unstoppable trends
Unstoppable trends are transforming the world around us, creating long-term opportunities for your portfolio. We highlight cybersecurity, fintech, and the future of energy, as well as reiterating the rise of Asia, increasing human longevity, and digital disruption. 

Click here to visit our Outlook homepage.