The year ahead, January 2019

Last month we published ‘Hamilton Wealth Management, Investor Insight 69: the year that was, reflecting on what shaped 2018.

This month we publish our outlook for the year ahead.

We referred to 2018 as the year about not become complacent to risk.

In projecting a theme for 2019, we believe it will be about the change from quantitative easing or QE to quantitative tightening or QT.

London-based Capital Economics reported that for the first time in over twenty-five years, 2018 was the year when all ten major asset classes have delivered negative returns, the big question is what does 2019 have in store.