Your Guide to Investing in 2019

SPECIAL REPORT: What can investors expect from global stock markets - and fixed income and alternative investments - over the next 12 months?

Emma Wall 31 December, 2018 | 7:39AM

stock market outlook for 2019

Predictions are a fool’s game. If anyone could accurately predict exactly what will happen in global stock and bond markets over the next 12 months, they probably wouldn’t be sharing the information. But it is possible to make informed decisions about the here-and-now; current market valuations, political backdrops, and marry that information with future probabilities.

While the final Brexit agreement is not yet signed for example, we do know that 70% of FTSE 100-listed UK company revenues are from overseas, so are less likely to be impacted by even a bad deal. We know that the recent oil price slump has impacted energy companies’ valuations.

Central banks across the world have offered guidance on where they expect to move interest rates over 2019 – and where applicable, what they intend to do with quantitative easing programmes. We are also aware of the mega-trends shaping the global economy; demographics, urbanisation, climate change.

Armed with this knowledge, investors – professional and DIY alike – can form an idea of what they might expect from 2019. We share some of these outlooks below.

Monday: Developed Market Equities

What can investors expect from the US, UK, Europe and Japanese stock markets

US Stocks Still Overvalued, UK a Buying Opportunity

Could the FTSE Hit 8,000 in 2019?

How to Invest in the Face of Risk in 2019

US Stocks to Watch in 2019

No Deal Brexit Could Lead to Recession, says Axa

Tuesday: New Year’s Day

Markets are closed, and so are we

Wednesday: Emerging Market Equities

Asia, Africa, Latin American, Russia and Eastern Europe

Emerging Markets Offer Growth But Also Risk

Russia Offers Attractive Valuations

6 Biggest and Best Asian Equity Funds

Brazil Poised for Profit, but Mexico and Argentina Uncertain

What Will Trigger an Emerging Market Rally in 2019?

Thursday: Fixed Income

How central banks and economic backdrops will impact bonds

Gilts and T-Bonds Expensive, EM Bonds Offer Value

How Many Times Will the Fed Raise Rates in 2019?

2019 Will Be a Difficult Year for Markets says Psigma

Stocks and Bonds to Rise in 2019

Friday: Alternatives

Property, gold, cash and infrastructure

Is Now a Good Time to Hold Cash?

Mixed Year Ahead for UK Property

Should Nervous Investors Buy Gold?

Will PFI End Derail Infrastructure Funds?

 

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Emma Wall  is former Senior International Editor for Morningstar

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