CIO Insights: Beyond the Peaks, 2019 Investment Themes for the World Ahead

Overview

Over the last few years, we have seen many “peaks”—peak liquidity and then, probably, peak growth in GDP and corporate earnings in 2018. By contrast, prolonged market volatility in the closing weeks of last year suggests that the investment landscape in 2019 will be more uncertain as markets struggle to reassess the new investment reality. But looking through the market noise and taking a macroeconomic outlook, it is possible to identify a number of themes that will run through the coming year.

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