Outlooks 2019

Highlight

Markets

12DEC 2018

Outlook 2019: Multi-manager

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

Markets

11DEC 2018

2018

DECEMBER

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.

07DEC 2018

Markets

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.

07DEC 2018

Markets

Outlook 2019: Japanese equities

Japanese companies continue to respond positively to the improving domestic conditions as they begin to regain some pricing power after almost two decades of deflation.

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.