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.
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 information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation.
The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license.
An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.
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