The global economy is facing numerous economic headwinds including higher interest rates and falling fiscal stimulus. TRI expects an increased level of volatility and re-pricing of risk assets in 2019 and early 2020. TRI encourages investors to assess liquidity levels in their portfolios along with risk exposures to weather the potential economic slowdown that we believe is building steam.
TRI recommends investors move their portfolios into a defensive structure to preserve capital and source income from highest quality and liquid assets. TRI expects great buying opportunities in late 2019 or early 2020.