Global Market Outlook 2019 - CIO Roundtable

Global Market Outlook 2019 - CIO Roundtable

Watch our CIO roundtable featuring James Bateman (CIO for Multi-Asset), Romain Boscher (CIO for Equities), Martin Dropkin (Head of Research for Fixed Income) and Neil Cable (Head of Real estate), where they discuss their investment outlook for 2019.

While decent returns are expected for equities in 2019, these returns will be associated with higher volatility, while for fixed income, it’s all about liquidity and what's going on with the central banks.

A lot of what happens in fixed income markets will feed into the broader arena. The US Federal Reserve has already been reducing its balance sheet, at about $10 billion a month, while the European Central Bank is expected to stop injecting liquidity into the system at the end of 2018.

Inflation in some developed markets, particularly the US and the UK, is also expected to be materially above target, which raises some questions about how central banks and risk assets respond.

Watch Fidelity's Outlook 2019 to find out what we think investors should be watching for in the year ahead.

Download transcript

You may also be interested in

US stocks up late on report US may cut Chinese tariffs; jobless claims and manufacturing survey both better than expected

US stocks advanced Thursday, with much of the progress coming later in the session after a report suggested US officials may reduce tariffs on Chinese goods. Economic data published earlier in the day were broadly positive. The Dow closed 0.7 percent higher on the day, as did the Nasdaq, with the S&P gaining 0.8 percent.

US stocks rise after banks beat earnings estimates; UK government survives confidence vote but Brexit path still unclear

US stocks advanced Wednesday, with solid earnings from banks providing much of the momentum. The Dow closed 0.6 percent higher on the day, with the S&P and the Nasdaq both gaining 0.2 percent.