Investor Insight 60, May 2018
Increased market volatility is testing animal spirits at the moment. This is further complicated by what central banks may do, with respect to both raising short term interest rates and the gradual unwinding of QE. Global political tensions around trade are also clouding the outlook.
Investors should not fret over the increased volatility. What we are seeing is the market environment returning to a more normal state compared with the subdued volatility of last year.
In discussions with fund managers during April there is a sense of excitement from many of them as they are communicating back to us that they see absolute value for the first time in over a year.
We will be publishing a special Budget edition Insight and Podcast after the Federal Budget has been released.
