Outlooks 2019

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Markets

19DEC 2018

Why 2019 might be a better year for investors

After the disappointment of 2018, Chief Executive Peter Harrison rounds up the factors our fund managers think could lead to a brighter year ahead.

Markets

18DEC 2018

2018

DECEMBER

16DEC 2018

Markets

Outlook 2019: Global convertibles

Convertible bonds currently appear fairly defensive relative to history with valuations looking particularly attractive in Asia.

14DEC 2018

Markets

Outlooks 2019: Emerging markets debt relative

Emerging markets debt yields are at levels which rival reasonable forward expectations for equities in 2019. In our view, a true catalyst for additional price gains will likely be a lower US dollar.

14DEC 2018

Markets

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

Markets

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

Markets

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 But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.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

Markets

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

Markets

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.