Final Quarter Global Market Outlook

Before providing the substance of what is currently formulating our views it may be worthwhile taking a very brief philosophical digression. The answer to the title of this final quarterly outlook for 2018 is simple: there is no silver bullet! The best investors can do is to have well balanced, risk cognisant and well thought out portfolios with very clear and apparent reasons for an allocation of capital to the well- researched themes deemed to be attractive. On a multi-manager level it is then fastidious analysis that blends complementary investment styles together to produce building blocks and portfolios that are well diversified with a very deliberate tilt based on fundamental research and current prevailing conditions.

 

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