Global stocks rebound: what's next?

05/04/2019

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Carmel Wellso and the US-based Global Research Team give their views on equity markets in the latest edition of Global Sector Views.
 
Key takeaways:
 
• The strong performance of global stocks in early 2019 was largely due to the Federal Reserve's decision to slow the pace of monetary tightening

• With rate hikes now on hold in the US and many other countries, conditions are supportive of equities - so long as the global economy can remain on solid footing

• Based on discussions with corporate management teams, progress made on US-China trade negotiations and signals from macroeconomic indicators, growth could moderate in 2019, but still be positive




These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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