Key Equity Themes for 2019

Jennison Associates

January 2019

Jennison Associates’ 2019 outlook discusses key equity themes for the year and the sectors that might offer the best opportunity.

Investor unease over interest rates, trade tensions, and expectations for slower global growth will drive continued market volatility in 2019, but despite these concerns, we expect overall equity returns and U.S. earnings growth to be stronger this year than they were in 2018.

Bright spots include the financial services, natural gas, and health care sectors, and growth opportunities in disruptive technologies abound.


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