Aberdeen Standard Plans to Add to Positions in Chinese Equities

The transcript discusses market dynamics at the end of the year, focusing on the correlation between equities and bonds during a mid-cycle slowdown. It analyzes currency trends, highlighting the dollar's diminishing appeal as a safe haven and the yen's strength. Investment strategies are explored, considering rate hikes and market sentiment, with a focus on US and Chinese equities. The discussion also covers market expectations, emphasizing quality investments and the vulnerability of small caps. Finally, the outlook for 2019 includes a bearish view on the dollar and bullish calls on euro yen and gold.

What was a significant market event discussed in the first section?

• The introduction of a new currency

• The launch of a new stock exchange

• The capitulation in December

• The rise of cryptocurrencies

Which currency emerged as a high yielding safe haven during previous risk aversion bouts?

• Yen

• Euro

• Dollar

• Pound

What is the expected trend for the yen in 2019 according to the second section?

• Volatility

• An uptrend

• Stability

• A downtrend

Which regions are expected to perform better in equities according to the third section?

• Europe and Africa

• US and China

• South America and Australia

• Middle East and India

What is the market's expectation for rate hikes in March?

• Two rate hikes

• Zero rate hikes

• One rate hike

• Three rate hikes

What is the outlook for the dollar in 2019 as discussed in the final section?

• Weakening

• Stability

• Volatility

• Strengthening

Which asset is favored as a risk aversion hedge in 2019?

• Real estate

• Oil

• Gold

• Cryptocurrency