Northern Trust: Constructive 2020 Base Case as Fundamentals Return

The video discusses the market outlook for 2020, highlighting a shift from optimism to more realistic expectations. It covers growth and earnings forecasts, emphasizing the importance of fundamentals over multiple expansion. The discussion includes potential risks, such as trade issues and recession fears, and explores factor rotation in investment strategies. The video suggests a defensive investment posture, focusing on global infrastructure, real estate, and high-yield bonds, while considering central bank policies and interest rate cuts.

What is the significance of trade in relation to market sentiment as discussed in the text?

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What defensive strategies are suggested for investors in the current market environment?

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