Fixed income investors could have another difficult year in 2019, as the global economic outlook continues to deteriorate. This could lead to a pause in the tightening of the monetary policy by central banks, reducing the potential for investor to generate income. Today, more than ever, it is necessary to have real diversification in portfolios, not just by asset class but also geographically. Lewis will explain where to find the best opportunities within the fixed income universe and how to add equities to ensure the portfolio remains balanced.
Europe represents an attractive, diverse opportunity set for an active equity investor. But uncertainty has increased for 2019 and the outlook is uncertain in many regards. Andrew will discuss how investors can best position themselves in such an environment.
The world is changing constantly, sometimes rapidly. Investment decisions are being impacted by long-term megatrends, which transcend into individual themes. A correct exposure to selected megatrends allows investors to participate in the opportunities arising from structural shifts, typically driven by innovation, demographic change, resources scarcity, or urbanisation.
While trade wars, rising debt concerns, and doubts about market reforms have made the headlines, Ross will discuss how global investors can find good prospects within China’s fundamental drivers and identify the thematic trends that are propelling growth in China and the global economy. More importantly, he will describe how it is possible to create long term opportunities and be positioned to take advantage of this uncorrelated growth market.