Here are some of 2019's best-performing ETFs—and the ones that could work in 2020 (via ETFEdgeCNBC)
— there's a chance Chinese consumers aren't in as treacherous a position as it seems, Seymour said.
"I think there is a broader consumption trend going on in China," he said. "People forget: Although we think it's this big industrial and commodity economy, consumption in China has moved from about 30% 10 years ago to about 40%, and it's moving higher.
"Even with all of the trade issues, semiconductors are in a secular bull market," she said in the same "ETF Edge" interview. There is a "lot of volatility with them on the upside and the downside, but we think there's still a lot of return." That falls in line with Bartels' view that a U.S. recession is still far off if not out of the question.
"We don't see a recession. We've only put that at 30% [probability]," the strategist said. "We do see modest growth. And in a modest-growth environment with the valuations where they are, we think cyclicals are more attractive than the defensive space."
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