2019

Global Market

Outlook

Not Over Until It's Over

Not Over Until It's Over

What to Watch in 2019

After a year of trade wars, rate rises and more volatile markets, we see three big themes for equity markets over the next 12 months.

Geopolitics Drives Uncertainty and Downside Risk

Elliot Hentov
Elliot  Hentov

Elliot Hentov

Head of Policy and Research

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The trend toward monetary tightening should continue and further unilateral sovereign actions promise more surprises.
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Navigate Late Cycle Volatility With Defensive Equities

Gaurav Mallik
Gaurav  Mallik

Gaurav Mallik

Chief Portfolio Strategist

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US equities are likely to outperform those in Europe and emerging markets in 2019, as investors face increased volatility amid rising interest rates and trade uncertainty.
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Use Short-Term Moves to Hedge Long-Term Currency Exposures

James Robert Binny
James Robert Binny

James Robert Binny

Head of Currency EMEA

BIO »

Aaron R. Hurd
Aaron R. Hurd

Aaron R. Hurd

Senior Portfolio Manager

BIO »

While 2019 may initially provide more of the same for international currency markets, the potential for a significant shift should not be discounted.
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About the Global Market Outlook

As investment challenges grow more complex, our Global Market Outlook is designed to alert investors to portfolio risks and opportunities in the coming year, based on the research of our investment teams.

Research around near-term and longer-term market issues is at the heart of who we are as investors. It drives the kinds of outcome-oriented portfolios we create for clients, drawing on the full range of our beta and alpha solutions as well as our asset-allocation expertise.