This Is the Time to Be Exposed to Risk Assets: Barclays

The transcript discusses the economic outlook for the upcoming year, highlighting positive developments such as trade deals and stable monetary policy. It suggests a cautious yet optimistic view on equity markets and risk assets. The potential for positive economic dynamics, particularly in manufacturing, is noted despite recent challenges. Inflation in the US is considered a concern, but not an immediate threat, with expectations remaining stable.

What are the three key issues mentioned that contribute to the positive outlook for the year?

How do the central banks' policies affect the economic outlook for the upcoming year?

What potential positive surprises are anticipated in the manufacturing sector?

What concerns are raised regarding inflation in the US for the year 2020?

What is the overall sentiment towards equity investments for the upcoming year?