Markets sending contradictory signals

July 25, 2019

The investing landscape will remain uncertain for the remainder of 2019, with bond and equity markets seemingly sending contradictory signals, according to GSFM and its fund manager partners Munro Partners, Payden & Rygel and Tribeca Investment Partners.

GSFM adviser, Stephen Miller, said that given heightened uncertainties,  investors need to keep diversification within portfolios front and centre of decision making.

“In the near-term, investors need to grapple with ongoing trade tensions, potential ‘currency wars’, political dysfunction and escalating tensions in the Middle East.

“Structural challenges abound. These range from climate policy challenges, perceptions of inequality, cyber-attacks, ‘oligopolisation’, a fissuring of the post-war liberal / social democratic consensus and a rapidly changing geo-political environment.

“All this occurs when the policy armoury, particularly monetary policy, remains dangerously depleted,” Mr Miller said.

The outlook for global markets is also uncertain with trade tensions set to continue to dominate, said Munro Partners chief investment officer, Nick Griffin.

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