Outlooks 2019

Highlight

Markets

13DEC 2018

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.

Markets

12DEC 2018

Markets

11DEC 2018

2018

DECEMBER

11DEC 2018

Markets

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

Markets

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

Markets

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.

06DEC 2018

Markets

Outlook 2019: UK equities

Investors have shunned UK equities as a result of uncertainty related to Brexit. Against this backdrop, UK equities fund managers Sue Noffke and Andy Brough explain how they’re looking at the market heading into 2019.

06DEC 2018

Markets

Outlook 2019: European equities

European equities may remain volatile in 2019 but this can open up opportunities for investors seeking out under-valued companies.

05DEC 2018

Markets

Outlook 2019: Global equities

We are seeking out companies investing for change in 2019, while increasingly wary of those that have borrowed excessively.

05DEC 2018

Markets

Outlook 2019: Global bonds

The storm clouds are gathering for fixed income investors who may soon have to leave behind the quiet life which they have become accustomed to since 2008.