When it comes to what will be the key driver of stock market performance over the course of 2020, the author of today’s article points to “Asset reallocation – new countries, new leadership, and new sectors.” Where does he see opportunities? Which issue does he believe is most likely to adversely affect U.S. markets this year? What potential market ‘surprise’ does he feel is not receiving sufficient investor attention – and what issue does he feel is getting too much investor attention? For the answers to these questions – and more of the author’s thoughts on positioning for 2020 – CLICK HERE.