Morgan Stanley called theirs The Turning Point. One Bank of America Merrill Lynch note went with The Big Low. Another from JPMorgan opted for Countering the bears.
The titles of Wall Street’s 2019 investment outlooks say it all: The world’s largest banks and money managers are gearing up for the last hurrah of one of the longest bull markets in history.
This is the reader’s digest of research notes for the year ahead. What follows is a compendium of more than 200 market themes, bets and threats from many of the biggest financial institutions in the world. Bloomberg has sifted dozens of notes and collated the top-line takeaways in one place, presented by macro theme, asset class or institution.