Rising Above the Business Cycle

14 November 2018

One of the defining characteristics of the current business cycle – other than its close-to-record length – is the volatility of global macroeconomic conditions. The specter of disruption is now more real than ever, regardless of the source – geopolitics, technological innovation, or business investment. These dynamics are leading to rising dispersion among assets, underscoring the need for investors to be highly selective.

How will these forces challenge the global markets in 2019? What high-conviction opportunities will emerge? And, finally, where are we in the business cycle? Find out our views on the global economy and across asset classes in our outlook for 2019: