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The global economy performed well again in 2018 after the strength seen in 2017. However, as the year progressed the recovery became less synchronized, with growth in the US strengthening further while falling away in most other countries, as the strong US dollar and rising trade tensions undermined activity in some economies.
Rupert Watson, Head of Asset Allocation
Penny Aitken, Asset Allocation Specialist
ECONOMY, MONETARY POLICY
AND CAPITAL MARKETS
The ideas outlined in this paper represent our observations on the challenges, opportunities and drivers of change present in the current investment environment. We provide these ideas with the aim of provoking discussion, but the appropriate response at an investor level will be heavily influenced by the specific beliefs, objectives and constraints of each investor. We look forward to helping investors adapt their strategies as new risks and opportunities arise over the course of 2019.
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