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Solving for 2019

Thu, Jan 10, 2019 11:02 AM EST{LOCAL_TZ}

A Gentle Descent Back Into Balance  
At the macro level, our senior investors expect a moderate slowdown in growth in the U.S., paired with a modest recovery in the rest of the world, helped along by an early pause in Federal Reserve rate hikes and stimulus out of China. Risks to that include a failure of that stimulus, European political risk, and a worsening of the trade outlook. While global re-convergence towards late-cycle dynamics could support risk assets, the mature part of the business and credit cycle is often said to be the hardest time to invest—as it tends to bring heightened volatility and higher stock-bond correlations.

Join our senior investment leaders across public and private markets for a discussion on what they envision as the main drivers of markets in the coming year, as well as opportunities and risks investors may face. 

Joe Amato
President, Chief Investment Officer, Equities
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Erik Knutzen, CFA, CAIA
Chief Investment Officer, Multi-Asset Class
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Brad Tank
Chief Investment Officer, Fixed Income
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Tony Tutrone
Global Head of Alternatives  
view bio

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