We believe the Brexit negotiations will conclude with a relatively ���soft��� Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Listen to our 2019 LTCMA themes and forecasts.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.