Blain's Outlook for the 2020's

Blain's Market Outlook - 2020-2029

7 major themes for the 2020s and two market moving narratives are set to dominate the next 10-years:

1)  Market Distortion – how long can central banks keep juicing the party?

2)  New Opportunities – how will a new industrial revolution in tech, pharma, health and climate cure change markets?

3)  Politics will continue to dominate – what are the risks of political failure?

4)  Debt Crisis Risks

5)  Geopolitical Risks increasing

6)  ESG and Sustainability

7)  Climate Change

The two big market narratives will revolve around:

·  Can the market distortions of the last 10-years be unwound without triggering an even greater crisis – are we trapped in repressed markets? 

·  Global Debt Crisis looks increasingly likely as governments step up borrowing and corporates look to paydown the debt binge of the 2010s. The final crisis may come from personal debt.