Outlooks 2019

Highlight

Kijken/luisteren

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.

[( lbl-play-video) was not found]

Markets

18DEC 2018

2018

DECEMBER

18DEC 2018

Markets

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

Markets

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

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 But a period of transition looms, with central bank support being withdrawn and government bonds now offering a more compelling alternative than they have in many years.