Global Intelligence Our 2H 2019 outlook

OpinioPro Selection
Door oktober 7, 2019 18:09

Global Intelligence Our 2H 2019 outlook

Hope and despair continue to struggle for dominance this year. Geopolitical shocks and disappointing macro data are followed by the promise of central bank intervention and improved relations around the world, with investors left wondering where it’s all headed. Our Chief Economist and Head of Macroeconomic Strategy Frances Donald assesses the growing uncertainty and discusses the risks and opportunities in the back half of 2019. Dan Janis, our head of multi-sector fixed income, looks at where we are in the credit cycle and the implications for investors. With broad-based growth in increasingly short supply around the world, we offer insight on two areas where our teams are finding investment potential. Recep Kendircioglu, our head of private markets infrastructure investing, explores the edges of this durable asset class at this late stage in the business cycle. Veteran Portfolio Managers Kathryn Langridge and Philip Ehrmann embark on a company-specific examination of growth opportunities in emerging markets.

OpinioPro Selection
Door oktober 7, 2019 18:09

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Asset Allocation Consensus September

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oktober 2019
M D W D V Z Z
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78910111213
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21222324252627
28293031