Kick-off 2019 with courage and discipline

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Global Investment Views

Kick-off 2019 with courage and discipline After a tough December, which led to an abrupt valuation reset, risk assets rebounded in the first weeks of the year, boosted by a market-sympathetic turn in Fed rhetoric and an increased optimism on trade negotiations. As the current reasons for optimism should be confirmed, we believe it is time to reapproach the areas of risk assets where the correction has brought value back, especially in emerging markets. In our view, investors should start 2019 with a disciplined approach, but also have the courage to look beyond short-term noise in search for long-term value. The four areas to watch are: