Outlooks 2019

14DEC 2018

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

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.

13DEC 2018

Fixed Income

Outlook 2019: Global credit

Valuations have become more attractive and fundamentals are reasonably positive. But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

12DEC 2018

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

Alternatives

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

Multi-Asset

Outlook 2019: Multi-manager

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

11DEC 2018

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

Equities

Outlook 2019: European commercial real estate

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

10DEC 2018

Equities

Outlook 2019: Sustainability

The next few years will see rising physical losses from climate-related events, higher taxes to combat intergenerational inequality and tougher conditions for over-levered corporates.

10DEC 2018

Equities

Outlook 2019: Income

Sustainable higher income remains a top priority for investors in 2019 but will still be hard to find, even as interest rates rise.