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Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
The investment outlook for 2020
Investment strategies for a late-cycle environment
Will yields keep falling in 2020?
In 2020, the hunt for yield is likely to continue.
What does the uptick in M&A mean for private markets?
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
Will the global economy improve in 2020?
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
Will trade tensions ease in 2020?
Global trade tensions may continue into 2020, weighing on global growth and acting as a headwind for further equity market gains.
What’s been going on with IPO’s?
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
What do lower bond yields mean for equity multiples?
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
Global Fixed Income Views 4Q 2019
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly