positive equity outlook for 2019

We are pleased to share the latest edition of our Investment Insights.

  • 2018 was a horrible year for investment markets, with every single asset class showing negative returns. In this piece, we summarise the reasons for this, as well as giving a positive outlook for equity markets in 2019

  • The savage selloff in Q4 2018 and the strong bounce from oversold levels in recent days carry evidence of the formation of a sustainable market floor
  • We recommend adding to equity portfolios and remain overweight equities going into 2019
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