The Outlook for 2019

Our portfolio managers look at what 2019 has in store for investors, the Good, the Bad and the Surprising.

6 December 2018

GEMs Outlook 2019 Play Play Video
Watch 20s extract here

Global Emerging Markets

Portfolio Managers Divya Mathur and Kim Catechis share their thoughts on Emerging Markets for the coming year.

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ESG Outlook 2019 Play Play Video
Watch 35s extract here

ESG

Head of ESG and Stewardship David Sheasby outlines the key sustainability issues for investors in 2019.

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European Long/Short outlook 2019 Play Play Video
Watch 35s extract here

European Long/Short

Portfolio Managers Michael Browne and Steve Frost discuss what investors can expect for European markets in the year ahead.

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Asia Outlook 2019 Play Play Video
Watch 15s extract here

Asia

Damian Taylor and Robert Campbell, portfolio managers in our Asia team, look at the key opportunities and risks for 2019.

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GLTU Outlook 2019 Play Play Video
Watch 20s extract here

Long-Term Unconstrained

Zehrid Osmani, Head of Long-Term Unconstrained, gives his views on the major themes he will be focusing on in 2019.

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Global Equity Income Outlook 2019 Play Play Video
Watch 30s extract here

Global Equity Income

Head of Income Mark Whitehead and Portfolio Manager Laurie Lochtie discuss what will be the significant themes for income investors in 2019.

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