Investor Insight

January 2019

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 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, therefore as we enter 2019 asset allocation becomes absolutely crucial.