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Global Markets Overview – February 2019

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February 26, 2019

February’s edition of Global Markets Overview highlights the US Federal Reserve balance sheet, Chinese liquidation of all zombie companies, and updates on the UK and EU Brexit deal.

In this month’s Global Markets Overview:

  • Equity prices have risen in all major markets since the beginning of the year, either partially (Europe, Japan and China) or broadly (US) offsetting negative price returns in 2018.
  • While the valuation of most indices is now lower than a year ago, our analysis suggests investor expectations for future earnings growth are still moderate.
  • It is our opinion that consensus and market pricing require a continuation of recent strong corporate outcomes. We expect economic growth and earnings growth to be lower than market expectations and expect low equity returns on average over five years.

To stay up-to-date and receive additional special feature reports from Willis Towers Watson on global capital markets please contact David Hoile.

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