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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2018

DEZEMBER

14DEZ 2018

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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.

13DEZ 2018

2018

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 But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.

12DEZ 2018

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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.

11DEZ 2018

2018

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.

11DEZ 2018

2018

Outlook 2019: European commercial real estate

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

10DEZ 2018

2018

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.

07DEZ 2018

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Outlook 2019: Asian ex Japan equities

A tumultuous 2018 has left Asian equities significantly cheaper and presenting selective opportunities, but investors need to tread carefully. Four of our Asian equity managers explain why.

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Alexander Prinz von Hessen

Alexander Prinz von Hessen

Geschäftsführender Direktor alexander.hessen@schroders.com