Three themes to consider for 2019 and beyond

RBC Wealth outlook

Tom Eckett
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Three themes to consider for 2019 and beyond
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Three themes to consider for 2019 and beyond

Opportunities remain heading into 2019 however, it is important to start de-risking portfolios as indicators start to show signs of late-cycle behaviour, according to a report by RBC Wealth Management.

In particular, the firm, in its Global Insight 2019 Outlook, highlighted three themes investors should look to take advantage of heading into the next year; infrastructure, the dislocation between the US and China, and artificial intelligence (AI). Trade war The report warned the escalating trade war between the US and China has the potential to have a significant impact on financial markets. Jay Roberts, head of investment solutions and products at RBC Wealth and co-author of the report, said the US had "crossed the Rubicon" when vice president Mike Pence criticised China on a numb...

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