What are the main investment themes and the products that will be most relevant in 2019? - Bryan Henning

Bryan Henning of 

Apr 16, 2019

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1. What are the main investment themes and the products that will be most relevant in 2019?

Video transcript

1. What are the main investment themes and the products that will be most relevant in 2019?

I think for 2019, people are going to be quite wary of the markets as global growth’s slowing, but I think the main attractions will be in the emerging markets, which have had very big under-performance in prior years, but now will benefit from rotation. We've seen China being included in the MSCI, so I think Chinese equities, and Asian emerging market debt will do well, and I think people will slowly rotate out of develop markets, the US in particular.

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