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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