Global Growth in 2019: All Eyes are on the Fed

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By John Lovito - January 29, 2019

The topic du jour, in investment management circles, is what will happen to the global economy in 2019. Of course, there are a number of geopolitical risks, including the continuing trade tensions between the U.S. and China. But the other big wild card: whether the U.S. Federal Reserve will continue its procession of rate hikes. The predictable pattern from 2018 is likely over. In this quarter’s outlook, I wade into the great debate—and what each potential scenario means to investors.

Transcript

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