Temper Your Market Expectations in 2020, Says Atlas Capital’s CIO

The video discusses the exceptional market returns of 2019 across various asset classes, except cash, and questions whether similar strategies will work in 2020. It highlights the rare occurrence of high returns in both fixed income and equities, advising tempered expectations for 2020. The impact of the 2018 market correction is analyzed, noting its effect on returns and the role of central bank policies. The video concludes with a cautious outlook for 2020, suggesting moderate risk overweights and lower return expectations for equities and bonds.

What was the only asset class that did not perform well in 2019?

• Fixed Income

• Equities

• Cash

• Real Estate

What was a significant factor that skewed returns at the end of 2018?

• Rising oil prices

• Increased consumer spending

• A 15% sell-off in developed markets

• High inflation rates

What was the IMF's downgraded global growth forecast for 2019 and 2020?

• 4.5%

• 3.0%

• 2.5%

• 3.6%

What is the expected range for equity returns in 2020?

• 10% to 12%

• 7% to 9%

• 5% to 7%

• 3% to 5%

What is the anticipated range for bond returns in 2020?

• 9% to 10%

• 7% to 9%

• 5% to 7%

• 3% to 5%