Complex markets can be difficult to decipher. We provide investment professionals and their clients with a global perspective to help explain the issues and trends affecting their portfolios.
Investors today face a market of pressure points. While markets may come under pressure in 2019, we are both confident in the continued global expansion and cautiously optimistic of late-cycle conditions.
The outcome remains uncertain and headlines continue to be noisy, but Brexit is ultimately a process rather than a single event. We believe that risks are skewed toward a later and softer outcome, with “no Brexit” being more likely than “no-deal Brexit.” The investment implications, in our view, will be primarily confined to higher levels of volatility among UK assets, such as the pound.
Source: GIR and GSAM. As of January 18, 2019.
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