Macro Strategy Views Podcast: The poor returns of 2018 and why this may change

In our weekly podcast, Macro Strategy Views, we focus on topical macro and market themes targeting investors and trading corporates. Today, we focus on the poor returns of 2018 and why this may change. Thomas Harr, Global Head of FI&C Research, chairs today’s podcast and our Chief Fixed Income Strategist, Jens Peter Sørensen joins him. In today’s podcast we discuss late-cycle trends and performance across asset classes. 2018 is proving to be the worst performing year since the global financial crisis in 2008, but this does not reflect late-cycle trends. We discuss the outlook across asset classes with a particular focus on FI trends.