Our Investment Outlook webinar heard our head of investment strategy, Daniel Casali, sharing some of his insights on China and Asia and discussing the reasons to remain positive on equity markets in 2019 and beyond.
Investment themes discussed during this webinar included:
- Equities look attractive versus bonds
- US, Emerging Markets and cyclicals as key beneficiaries of the global growth recovery
- The US dollar should weaken as the Fed turns dovish
- Borisnomics is not just about Brexit
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If you have any questions regarding anything discussed please contact Simon Witheridge.