Not Over Until It’s Over

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Global Market Outlook

While global growth is expected to slow in 2019, with the balance of risks to the downside, we expect investors will still be able to find attractive opportunities in certain parts of the markets where fundamentals remain strong, especially US equities. Although the S&P 500 marked its longest bull run in August 2018, a severe correction in October reminded us that we are closer to the end of the cycle than the beginning and that investors should be prepared for heightened volatility. Still, we see sufficient economic strength and earnings momentum in the US to drive equity outperformance, at least in the short to medium term