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

DECEMBER

18DEC 2018

Outlook 2019

Outlook 2019: Asian bonds

We expect that the US dollar’s strength should fade in 2019 as the pace of US rate hikes begins to slow, which will ease the pressure on Asian bonds next year.

18DEC 2018

Outlook 2019

Outlook 2019: China equities

We are taking a defensive stance, staying underweight to the technology sector, while emphasising domestically-focused areas of the market and those with long-term growth trends.

17DEC 2018

Outlook 2019

Outlook 2019: Securitised credit and asset-based lending

The securitised sector offers respite from overcrowded corporate credit markets and inefficiencies continue to create opportunities.

16DEC 2018

Outlook 2019

Outlook 2019: Global convertibles

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

14DEC 2018

Outlook 2019

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

Outlook 2019

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

Outlook 2019

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 But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.