What are the main investment themes and the products that will be most relevant in 2019? - Simon Godfrey

Simon Godfrey of EFG Bank

Mar 19, 2019

Simon Godfrey, Senior Vice President, Head of Products at EFG Private Bank discussed the main investment themes and the products that will be most relevant in 2019.

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1. What are the main investment themes and the products that will be most relevant in 2019?

Video transcript

1. What are the main investment themes and the products that will be most relevant in 2019?

Investment themes. There's a lot to choose from in 2019. When we started the year, obviously markets have been beaten down quite a lot, there's been a trace back in some of those markets. There's still lots of opportunity. Let's look at the long-term opportunities. We like a theme, we call it Future Leaders. It's really looking at how management influences companies over the long term. We also think it's a Goldilocks monetary environment. Generally, growth is pretty good, inflation isn't really showing itself. So, we actually think investment grade credit still has a lot of value and a lot of potential. Look at those markets which went through a beating in 2018. Let's look at the emerging markets. On the equity side, they've underperformed develop markets for many, many years. Surely, it must be time for that relationship to reverse. And if you look at the yields and emerging market bonds, especially in some of the smaller countries, you see a lot of value has been created. And we feel those yields can create positive carry for investors over the years ahead.

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