Guardians of the economy: global outlook


Stefan Löwenthal

  • Senior Vice President, Chief Investment Officer — Global Multi Asset Team
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Jürgen Wurzer

  • Vice President, Deputy Head of Portfolio Management, Senior Investment Manager — Global Multi Asset Team
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Some of the key drivers for global markets in 2019 may remain the most significant factors to shape the 2020 investment year, in the view of the Macquarie Global Multi-Asset team. These drivers include global central banks, the state of the global economy, and geopolitics. In their latest outlook, “Guardians of the economy,” the Global Multi-Asset team examines these forces and discusses its conclusion that central banks will have to continue their roles as guardians of the economy.

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The views expressed represent the investment team’s assessment of the market environment as of January 2020, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice.


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