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SYZ Macroeconomic Outlook 2019

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

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


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