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GLOBAL INVESTMENTS OUTLOOK 2019
2019 Investment risks and opportunities
FIXED INCOME
Monetary policy stance in developed markets will define 2019
» Rate: Duration neutral but maintain tactical awareness
» Credit: Improved valuations will offer pockets of opportunities within credit markets
EQUITY MARKETS
More defensive, but still constructive for 2019
» Japan: Valuations at historical lows
» Emerging markets: Opportunity amid challenges
ALTERNATIVE INVESTMENTS
Volatility exiting years of lethargy supports arbitrage strategies
PRIVATE MARKETS
Time to look for private equities?
Fabrizio Quirighetti, CIO, Head of Multi-Asset, SYZ Asset Management
Adrien Pichoud, Chief Economist, Head of High conviction Fixed Income
Antonio Ruggeri, Portfolio Manager, European Credit
Michalis Ditsas, Head of Investment Specialists
Roberto Magnatantini, Head of Global Equities
Jöel Le Saux, Portfolio Manager, Japan Equitiest
Zhoaib Zafar, Senior Analyst
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