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When thinking through my “Nine Key Investment Themes of 2019” the first two relate to #policy factors and the state of reduced global #financial liquidity, which we think are some of the most important issues to get right early this year. bit.ly/2CSXKnz
We argue that a broader historical lens engenders a renewed appreciation for the #income component of total #return, which over long-periods of time is incredibly valuable and potentially is grossly underestimated today. 
In 2019, investors also should be re-thinking their hedging toolkit, since our favored hedge from a year ago, the USD, no longer appears likely to play such an effective role in the face of #FedPause, but U.S. risk-free rates can now serve as a more effective hedge to risk again.
