Insights & Strategies
An insurance easing cycle looks likely in the second half of 2019. This has historically meant positive returns for equities, but we still favour a defensive position across risk markets.
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View from Our Global Strategist
After a strong start to 2019, the markets abruptly turned volatile. The global economy looks increasingly fragmented, and our mid-year outlook calls for more unease over trade tensions and politics. While there are no easy answers, we suggest investors focus on ESG, hunt for income and invest actively.
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