Tuesday, December 11, 2018
10am-11am EST / 3pm-4pm GMT
The 2019 Outlook webinar will focus on key drivers and risks for the upcoming year and their implications. The discussion will include:
- The secular market framework is still intact, and 2019 should include a cyclical bear market bottom. What are we watching, and what is the timing?
- Why to expect rotation from defensive to cyclical names as the stock market bottoms within a mature economic expansion.
- Relative earnings growth is the biggest risk coming into 2019 – how are we measuring and monitoring the risk?
- Why we expect a volatile year for the credit market, and what opportunities this could present.
| Ned Davis
| Joe Kalish
Chief Global Macro Strategist
| Ed Clissold
Chief U.S. Strategist
| Tim Hayes
Chief Global Investment Strategist
| Alejandra Grindal
Senior Global Economist