PHOTOGRAPH BY VERÓNICA SANCHIS BENCOMO
4
FORTUNE.COM // DECEMBER 2019
CONTENTS
The
Yellow-
Light
Portfolio
By REY MASHAYEKHI
and ANNE SRADERS
There are plenty of
reasons to be cau-
tious about the stock
market in 2020. Still,
companies like these
are likely to pay off.
The Smart
Money Gets
Choosy
Moderated by MAT T HEIMER
Our panel of investing
experts see great op-
portunities for 2020.
But they also see a
changing of the guard
among the stock
market’s winners.
Tur nin g
Off the
Autopilot
By MAT T HEIMER
It’s been a reliable rule
of thumb: Own the
whole stock market
and reap rewards.
A slowdown could
force investors to be
more selective.
One year into his
tenure as CEO, David
Solomon is bulldoz-
ing the old ways of
doing business at
Wall Street’s most
storied bank.
Ripping Up
the Rules
at Goldman
Sachs
By JEN WIECZNER
Ahead of
C h i n a’s
Herd
By SHAWN TULLY
Private equity titan
Weijian Shan has
earned stunning
returns thanks to
shrewd bets on what
Chinese consumers
need and want.
F E A T U R E S
INVESTOR’S GUIDE 2020