Global Investment Strategy

Strategy Outlook

Fourth Quarter 2019 Strategy Outlook: A "Show Me" Market

04 Oct 2019

by Peter Berezin, Chief Strategist

BCA Research | Global Investment Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

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Contents

Executive Summary / Insight
I. Global Macro Outlook
A Testing Phase For The Global Economy
The Drive-By Slowdown
The Trade War: Tracking Towards A Détente?
More Chinese Stimulus?
European Growth Should Improve
Japan: Own Goal
The U.S.: Hanging Tough
II. Financial Markets
Global Asset Allocation
Gauging Future Equity Returns
Regional And Sector Equity Allocation
Fixed Income
Currencies And Commodities
Footnotes

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