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Global Market Outlook 2019

Insights Positive on US stocks as recession unlikely and record high corporate profits. Overweight consumer staples, energy, and materials sector on low valuation. Positive on US real assets as homes prices and median rent trends higher. Positive on cash as bias towards rising rates persists on inflationary pressures. Overweight emerging market stocks and USD bonds on low valuation. Underweight financials, health care, and utilities on high valuation. Underweight US stocks relative to international stocks on high valuation. Underweight developed market bonds on exceptionally low yields. US leading economic indicators still pointing to US expansion in 2019. Real interest rates expected to ris

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