Global Economic Outlook and Strategic Asset Allocation For 2020

Despite The Improved Outlook, Beware of The Cracks

by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi

16 December 2019

In this paper we discuss:

1. A global overview of the 2020 economic outlook;
2. The key macro and policy themes for 2020 and their market implications;
3. Global macroeconomic, policy, and market forecasts;
4. Macroeconomic, policy and risk analysis for the global economy; and
5. The implications of all the above for asset allocations.

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Download PDF: RR Global Outlook and SAA – December 2020