Global Multi-Asset Viewpoint
diciembre 31, 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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diciembre 31, 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.

Head of Global Multi-Asset Team
Managing Director

MSIM Global Multi Asset Team analysis; Bloomberg.

The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) or the views of the firm as a whole, and may not be reflected in all the strategies and products that the Firm offers.

This general communication, which is not impartial, is for informational and educational purposes only, not a recommendation. Information does not address financial objectives, situation or specific needs of individual investors.

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Prior to making any investment decision, investors should carefully review the strategy’s / product’s relevant offering document. For the complete content and important disclosures, refer to the link above.


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