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Our views 31 January 2020

A new upswing

By Trevor Greetham, Head of Multi Asset

5 min read

We were consistently overweight equities over 2019 after buying aggressively in late 2018’s recession scare. Low inflation allowed central banks to ease policy, setting the scene for a new mini cycle upswing in 2020.

Near-term risks remain – including a flare up in geopolitical tensions, trade friction or bad news on the coronavirus outbreak – but we would probably buy dips. Investors looking to generate growth while mitigating losses during inevitable periods of stress should consider a volatility-capped approach.

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