
How should investors position their portfolios for 2019? In this video from the Lipper Alpha Expert Forum 2018, a panel of high profile economists and investment strategists assessed the key macroeconomic influences of 2018. They then summarised the material issues that investors might consider as we move into 2019. The key points include: The outlook for inflation and global growth The effects of quantitative tightening and interest rate policy Regional opportunities in equities and bonds Potential macroeconomic risks and headwinds Summary of geopolitical risks The panellists are Shamik Dhar, Chief Economist at BNY Mellon Investment Management; Andrew Milligan, Head of Global