4Q 2019 Quarterly Investment Forum Investing in the 2020s
Insights on asset allocation in the next decade, growth vs. value stocks, and the bull vs. bear case for the USD
How will the ongoing shift from monetary policy to fiscal policy by central banks affect investors during the next decade, especially after a potential recession?
Plus, our investment experts debate whether the US dollar is over- or under-valued and whether value or growth stocks will perform better over the next year.
What is QIF?
The Quarterly Investment Forum (QIF) is an ongoing cross-investment team discussion and debate about the most relevant active risks in major markets and across asset classes and funds.
Each QIF is a mix of 'top down' and 'bottom up' perspectives, beginning with a 'top down' discussion of the major macroeconomic themes identified by the Asset Allocation Team. Each quarter, a rotating roster of portfolio managers present a 'bottom up' view of major active risks in their portfolios.
We have a unique depth and breadth of investment expertise across traditional and alternative asset classes in all regions globally. The QIF leverages that expertise through regular, structured communication between investment teams. The ultimate goal is to improve client outcomes.
4Q 2019 Quarterly Investment Forum highlights
Investing in 2020
Insights on the most compelling investment opportunities of 2020.
Asset allocation in the 2020s
Over the next decade, we see major changes in the framework for economic policymaking. This will have major implications for investors.
Which will win in 2020: Growth or value?
Steve Magill, Head of European Value, and Albert Tsuei, Senior Investment Analyst, US Large Cap Growth, debate which will perform better in 2020: value or growth stocks.
USD: Bull or bear?
Jonathan Davies, Head of Currency Strategy, makes the bear case and Lionel Oster, Portfolio Manager, takes the bullish side in the debate on USD performance in 2020.
Macroeconomic outlook
Evan Brown, Head of Multi-Asset Strategy
Debate: Which will perform better in 2020, value or growth stocks?
Steve Magill, Head of European Value
Albert Tsuei, Senior Investment Analyst, US Growth Equities
Debate: USD Bull vs Bear
Jonathan Davies, Senior Portfolio Manager, Head of Currency Strategy
Lionel Oster, Portfolio Manager, Fixed Income
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