2019 outlook

Picture this, the week before Christmas 2018. The S&P 500 has just had the worst quarter of performance since Q3 2011. October down -6.91%, November up 1.85% and...

It’s that time of year when inboxes get flooded with 2019 economic and financial market forecasts. As the CFA institute points out, at the beginning of 2018 the median...

A decade-long bull market in global equities has been stoked by loose monetary policy and massive liquidity injections. 2018 saw these policies come to a dramatic halt...

We believe there are three key themes that will persist in 2019; divergence, disruption and debt-overhang. Invesco's Chief Global Market Strategist, Kristina Hooper,...

The message for 2019 that we should take away from the volatility of 2018 is that it is going to be a year of divided outcomes. In most years, there are always enough...

Forecast for shares income, including from the banks, remains solid. For the “glass half empty” thinkers, there is plenty of bad news to focus on in 2019 – the Trump...

What does the new financial year hold for investors? We asked a panel of nine respected managers from across the markets for the 5 key issues for FY19. Read on for the...

Economic growth in most countries continues to print at or above trend. The slack in economies created during the GFC and its aftershocks (Europe in 2011, emerging...

Asian markets performed well in the last year. The MSCI Asia ex-Japan Index (AUD) is up 14% in FY18, outperforming the ASX 200 by approximately 5%. Looking forward to...

2018 has been a fascinating year so far with many different cross-currents running through markets. We have seen central banks hiking, just as Governments look to...

“You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” ~ Warren...

Some of the key issues we are considering as we look into the next financial year are as follows: Will global growth momentum be sustained? Can geopolitical tensions...