Global Multi-Asset Viewpoint
  •  
Dec 2018
GMA Viewpoint: Key Investment Themes Into 2019
 

Global Multi-Asset Viewpoint

GMA Viewpoint: Key Investment Themes Into 2019

GMA Viewpoint: Key Investment Themes Into 2019

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Dec 2018

 
 

December 2018

The fourth quarter of 2018 saw substantial shifts in global asset prices, sentiment and fundamentals: global growth went from a 3.5% pace to tracking closer to 2.7%, the market went from expecting nearly three Fed hikes in 2019 to zero, and the S&P 500 declined nearly 20% from late September to late December while U.S. Treasury yields fell to January 2018 levels.1 In light of this, in this month’s letter, we review our outlook for key investment themes heading into 2019.

 
cyril.moulle-berteaux
 
Head of Global Multi-Asset Team
 
sergei.parmenov
 
Managing Director
 
 

MSIM Global Multi Asset Team analysis; Bloomberg.

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