Global Economic Outlook and Strategic Asset Allocation For 2019


by Nouriel Roubini, Brunello Rosa, and Alessandro Magnoli Bocchi

18 December 2018

In this paper we discuss:

1. A global overview of the 2019 economic outlook;

2. The key macro and policy themes for 2019 and their market implications;

3. Global macroeconomic, policy, and market forecasts;

4. Macroeconomic, policy and risk analysis for the global economy;

5. The implications of all the above for asset allocations; and

6. Suggested hedging strategies.

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Download PDF: R&R Global Outlook and SAA 2019 - December 2018

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