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...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
