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SYZ Macroeconomic Outlook 2019
Investment Perspectives

 

GLOBAL INVESTMENTS OUTLOOK 2019

2019 Investment risks and opportunities

 

FIXED INCOME
Monetary policy stance in developed markets will define 2019
» Rate: Duration neutral but maintain tactical awareness
» Credit: Improved valuations will offer pockets of opportunities within credit markets

 

EQUITY MARKETS
More defensive, but still constructive for 2019
» Japan: Valuations at historical lows
» Emerging markets: Opportunity amid challenges

 

ALTERNATIVE INVESTMENTS
Volatility exiting years of lethargy supports arbitrage strategies

 

PRIVATE MARKETS
Time to look for private equities?

 

 

Read the report: SYZ Macroeconomic Outlook 2019

Fabrizio Quirighetti, CIO, Head of Multi-Asset, SYZ Asset Management

Adrien Pichoud, Chief Economist, Head of High conviction Fixed Income

Antonio Ruggeri, Portfolio Manager, European Credit

Michalis Ditsas, Head of Investment Specialists

Roberto Magnatantini, Head of Global Equities

Jöel Le Saux, Portfolio Manager, Japan Equitiest

Zhoaib Zafar, Senior Analyst

 

 

SYZ Group, January 2019-By Fabrizio Quirighetti, CIO, Head of Multi-Asset, and our experts, SYZ Asset Management

28.01.2019