Outlook 2019: Turbulence ahead
Next year we expect the markets to have two faces. The bright economic picture is expected to be overshadowed by concerns that this long bull market will soon end; think rising interest rates, protectionism, Italy, Brexit. Investors would be well-advised to prepare for these concerns becoming reality.
We see opportunities as well, though. The bull market of the last few years has caused a number of noticeable differences within asset classes. We highlight some of them in this outlook, as we think that these will offer good investment opportunities in 2019.