Last week’s media event had two of GSFM’s partners – Nick Munro, CIO Munro Partners and Jun Bei Liu, portfolio manager with Tribeca Investment Partners – as well as our Stephen Miller, share their views on the year ahead.
IO&C wrote: “Multi-affiliate managers tend to be good gauges of markets, overall. They do not favour any particular style and can predict, better than most, likely turns of events. The mood from Grant Samuel Funds Management is not good.”
“The global economy will probably stagnate, the manager says. Australian house prices will provide more gloom and the Royal Commission will not help either. But, on the brighter side, US growth will probably return to its recent past and Europe should avoid a recession.”
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