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Video: Global equities 2019 outlook

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      By Christopher M. Dyer, CFA, Director of Global Equity, Portfolio Manager, Eaton Vance Advisers International Ltd.

      London - I think navigating the volatility in 2019 will be both the biggest opportunity and challenge for investors.

      Several factors are driving the volatility, including trade tensions between the U.S. and China, uncertainty about Brexit, rising interest rates in the U.S. and slowing Chinese growth. However, pullbacks like the one we experienced in the fourth quarter of 2018 can be opportunities to buy great companies that are trading at much more attractive valuations.

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      Blog Image Dyer 19 Outlook Jan 22

      The recent volatility has impacted a wide variety of sectors. I think defensive sectors like utilities are still trading at rich valuations, but the volatility has created some opportunity in cyclical sectors to buy long-term growth at more reasonable valuations. Currently, we're seeing the most value in European equities, which have trailed U.S. markets in recent years.