2019 Multi Asset Outlook

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The Market’s Current Anxiety Is Just a Midlife Crisis

Spiking interest rates, higher oil prices, an abrupt slowdown in China, corporate profits that merely meet expectations, and US-China tensions morphing beyond trade have all conspired to cast a dark spell on markets in 2018. Yet most of these pressures should abate by mid-2019, with a resumption of the bull market. Unlike markets’ 2009-2017 leg up, when low volatility and high returns coexisted, medium returns lie ahead, teamed with more typical volatility and a narrower group of assets participating.