
In this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM provides a summary of the macroeconomic issues he considers most material in 2018 and discusses how this is formulating his views as we move into 2019. Shamik also outlines some of the key issues and risks investors might consider in the New Year. Running Order Run Time Topic 00:20 What is your economic assessment of 2018 so far? 00:50 What do you see as the potential materially influential economic factors for 2019? 01:55 Where are we in the economic cycle? Are we “late cycle”? 02:50 Where do investment opportunities