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As outlined in the team's 2019 outlook, we believe the US economy is entering the twilight zone of economic cycle. However, recent US equity weakness and bond strength appears excessive given the fundamentals, as I explained on Bloomberg TV.
Counting down to the New Year has become a bit of a tradition for the Asset Allocation team. So, without further ado here are the 10 themes we’ll be mulling over as we chant Auld Lang Syne… move over Jools Holland!