As the new year is around the corner, I thought it would be helpful to talk about where I’m investing in 2020 and how I’m positioning my clients’ portfolios.
I thought it would be helpful to give:
- Two examples of investments
- Economic rationale
- Examining individual stocks vs diversified investments
- Different markets and countries for opportunities around the world
- Where I see things going in 2020 and beyond
We are more than 10 years into the current bull market and there have definitely been some excess buildups that have been created as a result of the ultra low and unprecedented interest rates.
We have negative interest rates in some countries and in 2019 we even saw a negative interest rate mortgage being issued in Europe.
While there are risks out there, I also see some very positive places to invest.
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Trevor Dale, CFA
This report is provided by TK Dale Wealth Management Inc. It is for informational and educational purposes only as of the date of writing, and may not be appropriate for other purposes. The views and opinions expressed may change at any time based on market or other conditions and may not come to pass. This material is not intended to be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. The information contained in this report has been drawn from sources believed to be reliable, but is not guaranteed to be accurate or complete. This report contains economic, investment and market analysis and views, including about future economic and financial markets performance. These are based on certain assumptions and other factors, and are subject to inherent risks and uncertainties. The actual outcome may be materially different. TK Dale Wealth Management Inc. is not liable for any errors or omissions in the information, analysis or views contained in this report, or for any loss or damage suffered.