Asset Allocation January
Also Interesting
After already having struggled for most of the last quarter markets took a nosedive late December. Worries about slowing global growth and political tensions weighed heavier on investor’s minds than the possibility of the Fed holding off on more interest rate hikes or a truce in the US-China trade war. Positive returns were hard to find in 2018; apart from the very defensive assets there were virtually no assets that ended the year in the green. With markets at (multi) year lows they are starting to look somewhat more attractive on the face of it, but 2019 is promising to be a challenging year
