Will the rally continue into 2020? Jurrien Timmer, Director of Global Macro, Fidelity Investments shares his thoughts on what the #markets will bring in the new year:
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ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Brandywine Global: The interplay between policy-driven trade realignments, cyclical relative growth shifts, structural capital flow adjustments, and relative currency valuations could open new avenues for alpha generation in emerging markets.