Cyclical Outlook

Cyclical Outlook Finder

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Mike Amey
Head of Sterling Portfolio Management and ESG Strategies
Andrew Balls
CIO Global Fixed Income
Andrew Bosomworth
Head of Portfolio Management, Germany
Adam Bowe
Portfolio Manager, Fixed Income, Australia
Richard Clarida
Global Strategic Advisor
Joachim Fels
Global Economic Advisor
Michael A. Gomez
Head of Emerging Markets Portfolio Management
Tadashi Kakuchi
Portfolio Manager, Japanese Bonds
Isaac Meng
Portfolio Manager, Emerging Markets
Lorenzo Pagani
Head of European Government Bond Portfolio Management
Lupin Rahman
Head of EM Sovereign Credit
Luke Spajic
Head of Asia EM Portfolio Management
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Cyclical outlook

Peak Growth

We expect the global expansion to continue in 2018. Yet investors should prepare for both the consequences of policy shifts and the opportunities presented in more difficult market conditions.

Cyclical outlook

As Good as It Gets

We see three risks to the outlook for steady economic growth. Yet we also see opportunities for investors to target above-benchmark returns while emphasizing defense at a time of low volatility and full valuations.

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