Three Investment Themes for 2019

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Maintaining flexibility, being currency aware and searching out pockets of values are themes for 2019.

PIMCO’s European wealth management team recently met to discuss the state of markets and our outlook for intermediary clients in Europe. Drawing on a survey of over 80 advisors, fund buyers and researchers, we debated what was changing in nancial markets today and how to respond. Below are three themes we identied as shaping the year ahead, together with potential solutions for investors