2018 has begun with global investors in a buoyant mood fuelled by optimism over the outlook for global growth. MUFG highlights some of the key themes for 2018 that will likely prove important in shaping investor sentiment throughout the year. Four MUFG market analysts tackle a theme each, outlining why these themes will prove important for investor sentiment.

Key themes of 2018

  • Washington and the mid-term elections to weaken USD - 00:09
  • Smooth transition to strengthen GBP - 02:49
  • China credit risks are still rising - 05:06
  • Middle East geopolitical risks a policy reality - 06:45

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