2019 review and outlook for 2020

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The market’s got a lot more optimistic in the last few months than it was previously. I still think there are areas of value; cyclicals and banks are areas of the market where there is deeply-held pessimism, particularly in the banking sector. If central banks do keep rates low, or reduce them even further, then that is a headwind to the banks. You can’t get away from that.

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