Outlooks 2019

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03JAN 2019

Outlook 2019: 60 seconds on the global economy

We forecast global growth to slow in 2019 and the dollar looks set to weaken with US interest rates peaking mid-year.

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Market Views: Fixed Income

18DEC 2018

Market Views: Fixed Income

14DEC 2018

2018

DECEMBER

14DEC 2018

Market Views: Equities

Outlook 2019: Emerging markets equities

Key potential catalysts for emerging markets performance in 2019 are US dollar weakness, a better-than-expected outcome in US-China trade relations and an easing in Chinese growth concerns.

13DEC 2018

Market Views: Equities

Outlook 2019: US equities

We believe that US earnings growth will slow in 2019, but we think the more challenging corporate environment may provide a rich backdrop for stockpickers.

12DEC 2018

Market Views: Multi-Asset

Outlook 2019: Multi-asset

The traffic light for investing is turning from green to amber, but it's not time to slam on the brakes just yet.

12DEC 2018

Market Views: Equities

Outlook 2019: Commodities

We look across the range of commodities and find that supply and demand dynamics should mean elevated anxiety levels can be overcome and drive positive returns in 2019.

12DEC 2018

Market Views: Multi-Asset

Outlook 2019: Multi-manager

Avoid the crowds in 2019; focus instead on value, gold and maybe even the UK.

11DEC 2018

Market Views: Equities

Outlook 2019: Global cities

Global cities look set to benefit from a technological revolution in 2019 as investors place a higher value on knowledge than manufacturing.

11DEC 2018

Market Views: Equities

Outlook 2019: European commercial real estate

Demand for European commercial real estate is underpinned by an increase in technology and professional service jobs