Risk Assets to Outperform in 2020: BNP Paribas

The video discusses the US economic growth slowdown in 2018 and the misinterpretation of it as a recession. It explores investment strategies for 2020, suggesting equities and high-yield debt over government bonds. The video also analyzes market trends, highlighting the impact of quantitative easing on valuations. Finally, it addresses market expectations for returns, emphasizing skepticism about achieving projected EPS growth.

What is the significance of quantitative easing in the current market context?

What factors are contributing to the skepticism about achieving EPS growth expectations?