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Stay nimble, flexible in late cycle rebound
The maturity of the cycle, residual geopolitical risks and some crowded positions across asset classes raise the prospect of intermittent bouts of headline and intra-market volatility in 2020.
EVAN BROWN
Published Wed, Dec 18, 2019 · 5:50 am
Geopolitics represent both risk and opportunity. Brexit and the US/China trade standoff were the headline geopolitical stories of 2019. However, the probability of a worst case scenario on both issues has clearly diminished.
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