A $736 billion investor says the market is predicting an economic slowdown

  • Martin Gilbert is the co-CEO of Aberdeen Standard Investments which oversees $US736 billion in assets.
  • Gilbert says the greatest risk to the market right now are geopolitical risks and the situation with China. Though he says that Trump is playing the situation with China reasonably well.
  • Gilbert still likes equities, especially UK equities which are unloved at the moment because of the uncertainty around Brexit.
  • He says the stock market is telling us an economic slowdown is coming while economists are still predicting 3% growth . He believes the stock market is probably right and we are headed for a slowdown, though not a recession.

Martin Gilbert is Co-CEO of Aberdeen Standard Investments which oversees $US736 billion in assets and is the UK’s largest active manager. Gilbert sat down with Business Insider’s Sara Silverstein at the annual meeting of the World Economic Forum in Davos, Switzerland.

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