2019 State of the Industry Whitepaper

Volatility has been the hallmark of financial markets during the first two months of 2H19. Read our views on what’s ahead in 2019.

Investment managers need to bring their A-game to 2019 in order to stay relevant.

I always try to take a step back over the holidays and reflect on the prior 12 months. It is easy to forget how much can happen in a year. 2018 was no different, packed full of noteworthy headlines, and handful of notable firsts. France winning the World Cup, the Eagles winning their first Super Bowl, Apple becoming the World’s first trillion-dollar company, Michigan and Minnesota simultaneously electing the first Muslim women to Congress, a children’s soccer team was rescued from a cave in Thailand, a Royal Wedding and Virgin Galactic’s first manned venture into space, just to name a few. However, as the holidays wrap up, I inevitably start to look ahead, and think about what
2019 has in store. Below are my contemplations on what 2019 may bring in terms of market performance, investor preferences, and industry trends … particularly for the fixed income investor.

From monetary policy expectations and a volatile stock market, shaky economic indicators in developed markets, and advances in technology, my view is that investors will need to take an active approach in terms of both investing and managing their businesses in order to be successful in 2019.

Best of Luck!
Erik Zoega, Chief Executive Officer

Read the full 2019 Industry Outlook here.