Die USA sehen einer leichten Wachstumsabkühlung entgegen, da die Wirkung der fiskalischen Anreize nachlässt und die Straffungsmaßnahmen der Fed allmählich spürbar werden
Das Wirtschaftswachstum Europas und Japans wird sich 2019 dem US-Wachstum wieder langsam annähern
Da sich das Wachstum der Industriestaaten angleicht, bevorzugt NN IP Vermögenswerte aus den Schwellenländern und Europa gegenüber den USA
Allerdings werden Schwellenländer mit Herausforderungen in Form von Handelszöllen und der Normalisierung der US-Geldpolitik konfrontiert
Die Mehrheit der Anleger erwartet gemäß Umfrage von NN IP eine Abschwächung des globalen Wachstums
NN IP zieht bei Anleihen Kreditrisiko der Duration vor, da sich die Geldpolitik allmählich normalisiert
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