Several macro cycles are converging to drive the markets in 2020, including economic, earnings, Fed/interest rates, and elections. Our base case is for the S&P 500 to rise 7%, GDP to expand 1.8%, the 10-year to move toward 2%, and oil to trend higher. Look for elections to create buying opportunities in Health Care Services, Biotechnology, Banks, and Integrated Oil.
Complete the form and a member of our team will send you a copy of this publication.
While you wait, explore additional NDR research and solutions.
Institutional Investors
Custom Research
Wealth Managers
Stock Selection
ETF Selection
Please note that you are using an unsupported browser. While the site will continue to function, you might experience sub-optimal behavior until you upgrade. Please update your browser to a later version for a better experience.