Whitechurch Asset Views: September 2017
August witnessed escalating tensions between the US and North Korea over the latter’s nuclear tests, culminating at the end of the month in a missile being fired over mainland Japan before landing in the Pacific. However, despite these events combined with the devastation caused by Hurricane Harvey, bond and equity markets generally rose. In addition, sanguine inflation numbers across the globe saw investors focus again on a low growth and low inflation outlook during the month. This proved particularly beneficial for Government bonds and perceived higher quality equity sectors.
Read on for our review of the investment market place, political movements not withstanding.