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The investment outlook for 2019: Late-cycle risks and opportunities
EURUSD should be rangebound
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
The U.S. economy should slow but not stall in 2019 due to fading fiscal stimulus, higher interest rates and a lack of workers. Even as unemployment falls further, inflation should be relatively contained.
Negative effects would occur in the context of an economy less energized by fiscal stimulus than was the case last year.