What Happened to Synchronized Global Growth?

Investment strategists discuss the increasingly uneven growth rates across global markets.

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Senior Investment Strategist Esty Dwek (Geneva) and Chief Market Strategist David Lafferty (Boston) offer macro perspectives on the global markets and the potential implications for investor portfolios.

  • Global growth is still robust, but less synchronized than it was earlier in the year
  • Views on the ongoing headwinds in Europe and the uncertainty surrounding the Brexit negotiations
  • How tariffs and trade tensions could undermine growth prospects in the US
  • Investors should expect an increase in volatility and dispersion among assets
  • As central banks take a less active role, other macroeconomic factors will begin to dominate

This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. The view and opinions expressed are as of June 15, 2018 and may change based on market and other conditions.

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