Whitechurch Asset Views - March 2018
Down But Not Out
February started where January left off – providing investors with a timely reminder that global markets fall quicker than they rise. Strong US employment numbers and evidence of wage growth fuelled investor concerns over inflation and the prospect of a more aggressive US interest rate cycle. This led to a sharp sell-off in equity markets in the first half of the month, with all global stockmarkets being sold off indiscriminately.
Read on for our review of the investment market place, political movements not withstanding.