Global Investment Views - January 2019
Tuesday 15 January 2019
Research / Market
Global Investment Views - January 2019 - CIO Views
Focus on fundamentals to ride turbulent markets
From economic deceleration to where? It is time to look at where the economy is heading after the synchronised slowdown that the market has now priced in. A global economic recession is not the central scenario. The US economy is still enjoying solid growth and barring a major policy mistake (from the Fed or Trump), it should continue to grow nicely, although at a decelerating rate.