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John Green talks to Will Hamilton about market volatility, the UBS Global China Conference in Shanghai and why we saw markets bouncing. Remember that equity market crashes occur when investors overestimate returns and underestimate risks. Market valuations are attractive, expectations are very low, and an awful lot of bad news is priced in.
Ian Gillies talks to Will Hamilton, John Green and Kane Baranow about our Asset Allocation position and outlook as we head into 2019. We believe 2019 will be about the change from quantitative easing or QE to quantitative tightening or QT, with the balance sheets of major developed market Central Banks contracting. London-based Capital Economics […]
Ian Gillies talks to Will Hamilton, John Green and Kane Baranow about 2018, our asset allocation calls and asset class performance during the year, in our annual edition where we discuss what we got right and wrong, holding ourselves to account.
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