18 March 2019
Frances Donald, Head of Macroeconomic Strategy, Manulife Asset Management
From our perspective, this should be a year of volatility. We expect uncertainty at the beginning of 2019 to give way to increased confidence as we approach the middle of the year. However, we expect the optimism that could potentially build up over the second quarter will at some point be replaced by concerns of a likely US slowdown in 2020, which could lead to a re-rating of asset classes in autumn. Once again, flexibility and the ability to react quickly remain the order of the day.
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