Last December we published ‘Hamilton Wealth Management, Investor Insight 29: The Year that was’, reflecting on what shaped 2015.
This month we publish our outlook for the year ahead.
In doing so, we do not profess to be clairvoyants. All our advised portfolios are positioned for a full market cycle, and we always remain cautious when looking at markets. It is not what we know, but what we don’t know that is cause for concern.
We referred to 2013 as the year of Equities, 2014 as the year when Volatility returned and 2015 as the Year the world stopped and stared at the US Federal Reserve and tried to second guess when they would increase interest rates. Looking forward, we believe investment markets and asset classes in 2016 will again be dominated by Interest Rates.