The One Thing Investors Can't Ignore In 2020
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Livewire Markets
The market is partying like it is 1999!
Simon Stevenson
Schroders
With small caps, focus on the balance sheet
NAOS Asset Management
NAOS
2020 Vision: Let the Smog Clear
Nick Griffin
Munro Partners
Own well-managed, ESG-focused, high-quality compounders
Bruno Paulson
Morgan Stanley IM
Greta. Get used to more of her
Chad Slater
Ellerston Capital
Double package of things to think about
Matthew Kidman
Centennial Asset Management
Prepare for even lower rates
Emanuel Datt
Datt Capital
The “gold rush” in China A shares
Rishi Patel
BMO
Be laser-focused on valuations in 2020
Toby Warburton
State Street Global Advisors
