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Outlook 2019: Turbulence ahead

Outlook 2019: Turbulence ahead

08-11-2018 | Insight

Next year we expect the markets to have two faces. The bright economic picture is expected to be overshadowed by concerns that this long bull market will soon end; think rising interest rates, protectionism, Italy, Brexit. Investors would be well-advised to prepare for these concerns becoming reality.

  • Peter van der Welle
    Peter
    van der Welle
    Strategist
  • Ruud van Suijdam
    Ruud
    van Suijdam
    Portfolio Manager
  • Léon  Cornelissen
    Léon
    Cornelissen
    Chief Economist
  • Jeroen Blokland
    Jeroen
    Blokland
    Portfolio Manager

We see opportunities as well, though. The bull market of the last few years has caused a number of noticeable divergences within asset classes. We highlight some of them in this outlook, as we think that these will offer good investment opportunities in 2019.

This article is part of our investment outlook 2019: ‘Turbulence ahead’.
This article is part of our investment outlook 2019: ‘Turbulence ahead’.
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