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.

Listen to this podcast and don’t forget to subscribe on Apple Podcasts, Google Podcasts, Spotify and Stitcher.

Enjoy,

Trevor Dale, CFA

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