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Collecively our eight portfolios outperformed their respective national benchmarks on 47 out of 50 occasions.
This edition of the investment portfolios has been one of the most demanding with so many factors at play at one time. We have taken into consideration global inflation, interest rate rises, US tax incentives and government spending, Brexit, trade wars between the US and China, corporate earnings, oil prices and late cycle nerves. Our overall view is that equity assets have the ability to continue to offer growth to investors but the levels of growth are likely to decline as global growth slows.
A rather soft affair.
- Posted by Estate Capital
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- July 16, 2018
With the publication of the government’s white paper – The plan for the UK’s Brexit, it now seems almost inevitable that there will not be a substantial break away from…
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An optimistic outlook can be held if inflation in the US is well behaved.
- Posted by Estate Capital
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- June 15, 2018
2017 was a year of exceptional equity returns for investors as global growth was synchronised across developed and emerging economies. The combination of both low inflation and low interest rates…
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We may be heading for a combination of inflation and slowing growth.
- Posted by Estate Capital
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- June 15, 2018
The USA is further down the path to normalised economics than any other developed country. The labour market is tight with only 3.9% of the eligible workforce unemployed, wage growth…
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The world has started to slow.
- Posted by Estate Capital
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- June 15, 2018
There is some evidence of the world economy slowing in part due to a reduction in global money supply. Europe is starting to feel the effects of the European Central…
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Big tech offering big growth?
- Posted by Estate Capital
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- June 15, 2018
Facebook’s abuse of personal data has brought mega tech companies under the spot light of regulators keen to bring them to book and recover more tax revenue from them. While…
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Analysts continue to be positive about the US.
- Posted by Estate Capital
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- June 13, 2018
Analysts continue to be positive about the US even after a strong 2017 and the fall offs in February and March. Dividend growth from corporate earnings is a significant contributor…
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10 year Treasury Bonds have risen above 3%.
- Posted by Estate Capital
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- June 13, 2018
Yields on the benchmark US 10 year Treasury Bonds have risen above 3% for the first time in more than four years. The US 10- year Treasury is the benchmark…
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A trade deal looks the most likely outcome.
- Posted by Estate Capital
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- June 13, 2018
The IMF has warned that the on-going threat of a trade conflict between the USA and China has the potential to hurt global growth. We have already seen that President…
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Retirement as early as 52!
- Posted by Estate Capital
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- June 12, 2018
European companies seem to be benefiting from a combination of years of cost cutting, global growth and low borrowing costs resulting in growing profitability and balance sheet strength. European companies…
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