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10 Hot Investment Themes for 2020

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Investors are looking for clarity and foresight as they are confronted with a daily dose of unprecedented headlines — from trade wars to impeachment, and from growth concerns to geopolitical tensions. Lawrence Adam, chief investment officer of the private client group at Raymond James, weighs in with 10 themes for 2020, the accumulated insights of the firm’s economists, strategists and portfolio managers. He notes that their guidance last January was spot on, with about 90% of their themes for 2019 proving accurate.

See the gallery for the views of Adam and his colleagues on the U.S. economy and major global asset classes in 2020.

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