Macro Quarterly – Macro themes updated for 2019

Macro Quarterly – Macro themes updated for 2019

Macroeconomic themes and tactical asset allocation opportunities

Since the first Macro Quarterly* was published in late September, investors in risk assets have endured a chastening few months. In this issue of Macro Quarterly, our Investment Solutions team updates the narrative and milestones for each key investment theme, focusing on where we have found the most compelling dislocations on a risk-adjusted basis across asset classes within each broader theme.

Given the prospect of continued volatility, we expect plenty of additional opportunities in 2019 for investors who are able to exploit the ebb and flow of global markets.

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