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There were clear factors behind the year-end rally which in 2019 brought one of the best returns since 1990. However, the risk of short-term setbacks has therefore become greater.
Chart of the week
By: David Bianco
2020 outlook: a difficult year to value
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By: Andre Koettner, Dr. Thomas Schuessler
Increasingly, "fear of missing out" has joined "there is no alternative" as a key argument for equities.
By: Petra Pflaum
Population growth, urbanization and voracious water use bring hazards and opportunities in sectors such as agriculture and utilities.
High S&P 500 free-cash-flow yield reflects weak capital expenditure, not attractive valuations
The year-end rally has already started. Everybody seems to be on board, and central banks continue to be happy to help.
All forecasts at a glance
By: Stefan Kreuzkamp
The investment prospects for next year aren’t bad. But the next decade doesn’t look anything like the past one.
Constructive outlook, but vigilant as economic slowdown continues
Re-examine valuation and growth at new record high
Macro and earnings no worse than feared, but is this rally justified?
