Distortion, Divergence and Diversification

2019 Global Investment Outlook

Volatility has plagued equity markets globally in 2018—most notably emerging markets and US equity markets. As the US economic expansion officially crossed the nine-year mark in 2018, many investors started to wonder when the cycle would change—and what the catalyst might be.

Our senior investment leaders see plenty of reasons to be optimistic about the year ahead, but recognise investment opportunities may be more divergent, with some previously overlooked countries or asset classes potentially taking the spotlight.

UK Equities: 2019 Outlook

Colin Morton: what lies ahead for 2019?

MultiMedia

CIO Views: 2019 Outlook

What lies ahead for 2019?

Market Commentary

Global Fixed Income: 2019 Outlook

Michael Hasenstab: what lies ahead for 2019?

Blog

Emerging Markets: 2019 Outlook

Chetan Sehgal: what lies ahead for 2019?

Market Commentary

US Equities: 2019 Outlook

Grant Bowers: What lies ahead for 2019?