- Global Investment Views - March 2019
Global Investment Views - March 2019
Wednesday 06 March 2019
Research / Market
Licence for value hunting
If an investor had woken up today after three months and looked at the markets, he/she could reasonably say that not much had changed. The year started on strong footing and risk assets experienced a massive rebound in the first weeks of 2019, erasing most of the losses experienced in one of the most awful Decembers in history. As a result some valuation gaps have been closed some what, though not exhausted.
Global Investment Views - August 2019
Global Investment Views - August 2019 - CIO Views
The journey from market complacency to awareness of fragilities is in full swing, and the market correction in May is part of that, as is the recent recovery fuelled by dovish Central Banks (CB). Aware investors should recognise that the late cycle phase and mature market trends require improving fundamentals and positive political events to deliver sustainable uptrends in risk assets. But, it is difficult to see such improvements happening in the short term.
Cross Asset Investment Strategy - July 2019
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