Positioning Your Portfolio for 2020
Macro Expert: Green Lights Ahead?
2020 is being considered a pivotal year in the face of potential economic uncertainty, a US Federal election, and much more globally. Properly positioning your portfolio now to capture the upside and avoid some pitfalls can help reduce portfolio volatility and protect against large downside moves. SMArtX is pleased to have a deep OCIO team, including its partnership with TPW Investment Management, to assist advisors with their asset allocation and research.
Join SMArtX and TPW’s Jay Pelosky to learn about the major factors affecting 2020 including:
1. Reflation 2020 underpinned by Global Easing, Fiscal Stimulus & Industrial Cycle Rebound = positive surprises across growth & earnings
2. US Impeachment Risk & the Democratic Field
3. Trade Policy, Brexit & More