In 2019, the key question is how tightening financial conditions will affect heavily indebted borrowers – and whether this raises the risk of recession. In his annual outlook, Chief Investment Officer Anton Eser discusses where the next vulnerabilities might emerge, what monetary and fiscal policy support might look like, and what all this means for investors.
We are all prone to psychological traps that can negatively impact our investment decisions. To mitigate these behavioural biases, it is essential to first recognise they exist and implement a disciplined investment process to help avoid them.
Emiel van den Heiligenberg, Tim Drayson and Chris Jeffery
LGIM’s Asset Allocation Team will give an overview of their market outlook for 2018, where they see potential risks and opportunities across the themes of politics, policy and (market) peaks, with time for live questions from the audience.