2019 outlook

Mark Newman

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 and the ramifications were felt throughout financial markets globally. Show More

Asset Allocation
Dr Don Hamson

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 trade war, Brexit, falling house prices, the final report of the Financial Services Royal Commission, political risk and more. Show More

Peter Wilmshurst

US companies had a strong run in earnings and revenue growth during 2018, with numbers largely surprising on the upside. A run like that looks unlikely in 2019, as the benefits of substantial fiscal stimulus from US tax cuts and greater public spending wane. US companies are already signalling that... Show More

Jay Sivapalan

As we look forward to 2019, we see further divergence of what the US Federal Reserve (Fed) will be doing relative to other central banks in terms of tightening the various forms of monetary policy that have been employed over the last decade. The Fed will continue to tighten monetary... Show More

Aberdeen Standard Investments

2018 was another eventful year for markets around the world, but what lies in store for the next 12 months for investors? Andrew Milligan, Head of Global Strategy, outlines Aberdeen Standard Investments’ 2019 global markets outlook. Here are five key takeaways. Show More