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.