2019 predictions - Global Macro and Markets Movements to Watch

Presented by

Justin Simler, Chris Watling, Lothar Mentel, Lars Kreckel

About this talk

This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as: * The underlying strength of the US economy and the timing, and potential causes, of recession * Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity * Whether the downtrend in labour’s share of income is likely to reverse * The outlook for the US dollar and the emerging markets The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more. Justin Simler, Industry Expert Lars Kreckel, Global Equity Strategist, Legal and General Investment Management Chris Watling, CEO & Chief Market Strategist, Longview Economics Lothar Mentel, Chief Investment Officer, Tatton Investment Management

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