Happy New Year everyone! As you may recall, our overall theme for 2019 was “Slowing but Growing” and while this will likely become “Slower but Still Growing” in the New Year, we believe that 2020 will be “The Year of the 3 Big E’s” – Earnings, the Economy and the Election, given the interconnected nature of these three factors. In this regard, below are our “Top 10 Investment Themes for 2020”.
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