Perpetual

Quarterly Market Insights - January 2019

Perpetual Investments

Please find below the new edition of the Quarterly Market Insights from the Multi Asset team at Perpetual Investments, which is a compilation of their thoughts and views of key issues in financial markets, the earnings and economic cycle, the interaction of policy makers, and how this affects investment goals.

The main points are as follows:

  • 2018 will be remembered as a year where market volatility returned

  • The 2019 share market outlook is challenged as expectations remain elevated, growth is slowing across the world and margins are under considerable revenue and cost side pressure.

  • Global growth has entered its third deceleration phase of this cycle

  • After two years of above-trend growth, the global economy is set to return to a below-trend pace in 2019

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