Whitechurch Asset Views - December 2017

It was a divergent month for global stockmarkets over November. Apart from the US and Japan, other Developed Market equities lost ground over the month largely driven by risk-off sentiment. It was a similar story for Asian and Emerging Market equities, whose strong performance was largely checked over the month, with the exception of China where a robust earnings season buoyed investors.  Commodities enjoyed a good month overall, in particular energy and gold, with the former price boosted by a reduction in supply and the latter price rising due to increased risk aversion towards month end.

Read on for our review of the investment market place, political movements not withstanding.

Whitechurch Asset Views: December 2017