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Market Views - Economic Outlook 2020

Outlook 2020

Conclusions for 2020
For Investors What Could Go Wrong
Equities
Recommendation Anticipate modest gains in major stock indices even as risks rise
Recommendation Look for long term shifts in equity leadership
Recommendation - Growth to Value , Large to Small, Passive to Active
Recommendation Opportunities rising for International equities, especially deeply discounted ones in both developed and emerging markets
Recommendation Gold is fairly priced compared to stocks
Fixed Income
Recommendation Do not expect strong returns in bonds
Recommendation Trade and other issues will contribute to volatility
Recommendation Maintain modest durations and avoid excessive trading
Recommendation Muni bonds less attractive
Recommendation Heavily leveraged companies with the lowest quality bonds are at risk

Recommendation Trade wars intensify
Recommendation Substantial stock market correction
Recommendation Massive downgrade in corporate debt
Recommendation Recession in China and Europe


Disclosure

This information is of a general nature and does not constitute financial advice. It does not take into account your individual financial situation, objectives or needs, and should not be relied upon as a substitute for financial or other professional advice to assess, among other things, whether any such information is appropriate for you and/or applicable to your particular circumstances. In addition, this does not constitute an offer to sell, or the solicitation of an offer to buy, any financial product, service or program. The information contained herein is based on public information we believe to be reliable, but its accuracy is not guaranteed.

Investing involves risks, including loss of principal.

Past performance is no guarantee of future results.

ALPS Distributors, Inc. 1290 Broadway, Ste. 1100, Denver, CO 80203 (Member FINRA). ALPS is not affiliated with James Investment Research, Inc. or James Capital Alliance, Inc.

Quantitative Easing: a course of action undertaken by the Federal Reserve to increase the money supply by flooding financial institutions with capital in an effort to promote increased lending and liquidity.

Yield Curve: a line that plots interest rates of bonds.

Contagion effect: a situation where a shock in a particular economy spreads out and affects others.

CCC Bond: Represents an extremely high risk bond or investment.

JAF000587 Exp. 12/31/2020

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You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-995-2637 or click here to view or download a prospectus online.

Mid, Small and Micro Cap investing involve greater risk not associated with investing in more established companies, such as greater price volatility, business risk, less liquidity and increased competitive threat. Fund holdings and sector weightings are subject to change without notice. Past performance is no guarantee of future results.
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Distributed by ALPS Distributors, Inc. 1290 Broadway, Ste 1100, Denver, CO 80203 (Member FINRA)