Lombard Odier’s Ahmed Sees a Lot of Headwinds for U.S. Assets in 2020

The video discusses the impact of US presidential risk on US assets, highlighting uncertainty and potential headwinds. It identifies opportunities in European cyclicals due to growth stabilization and negative pricing. The video also covers China's shift towards monetary stimulus, which could support emerging markets. Lastly, it explores the potential of copper bonds in Asia within a low yield environment.

What is a major factor contributing to the uncertainty in US risk assets in 2020?

• Global trade tensions

• US presidential election

• Rising interest rates

• Technological advancements

Which region is expected to have opportunities due to stabilizing growth at low levels?

• Europe

• Africa

• North America

• South America

What change in China's policy is expected to support valuations in emerging markets?

• Increase in tariffs

• Shift to monetary stimulus

• Reduction in exports

• Increase in interest rates

In which environment are copper bonds in Asia expected to perform well?

• High interest rate

• Low-yielding, low-rate

• Deflationary

• High inflation

What is a key reason for the potential return of the search for yield environment?

• Rising commodity prices

• Technological innovations

• Central banks maintaining easy policies

• Increasing geopolitical tensions