High valuations currently persist in both equities and bond markets, with the latter indicating that a recession is imminent and the former suggesting that the bulls can run indefinitely. As we approach 2020 the answers to which outlook will come to fruition lie in looking at the fundamentals, particularly around the economic numbers that are being impacted by sentiment and discussions around the ongoing trade wars, which are expected to continue for a number of months. Kej Somaia, Senior Portfolio Manager – Multi-Asset, Colonial First State Global Asset Management, believes another key trend to keep a close eye on will be responsible investing and how ESG principles are properly implemented within a portfolio. Watch the exclusive video below where Kej provides investors with a guide to navigating markets in the near term.

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References to “we” or “us” are references to Colonial First State Global Asset Management (CFSGAM) a member of MUFG, a global financial group. CFSGAM includes a number of entities in different jurisdictions, operating in Australia as CFSGAM and as First State Investments (FSI) elsewhere. Past performance is not a reliable indicator of future performance. Reference to specific securities (if any) is included for the purpose of illustration only and should not be construed as a recommendation to buy or sell. Reference to such securities or the names of any company are merely to explain the investment strategy and should not be construed as investment advice or a recommendation to invest in any of those companies. Neither MUFG nor any of its subsidiaries are responsible for any statement or information contained in this document. Neither the MUFG Group nor any of its subsidiaries guarantee the performance of any securities or companies mentioned herein or the repayment of capital in relation to such securities or companies. Investments in such securities are not deposits or other liabilities of the MUFG Group or its subsidiaries, and such investments are subject to investment risk, including loss of income and capital invested.
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