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Expect global financial market volatility to continue over Q1

Publication Date: 22 Feb 2019 - By ReachX Team By ReachX Team
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Equity Fundamental Investment Strategies Macro Equity Multi Asset Global

Volatility in the financial markets is likely to last well into 2019 as investors weigh the changing balance of risks, according to a City investment manager.

In a market overview note to clients looking ahead at 2019, Abi Oladimeji, Chief Investment Officer at Thomas Miller Investment, said financial market volatility is likely to remain elevated.

“From a fundamental standpoint, the primary concern for investors will be whether the ongoing global economic slowdown morphs into something more sinister, with important implications for corporate earnings and monetary policy.”

Oladimeji also said the US Federal Reserve’s recent dovish turn has been welcomed by investors as it reduces the risk of a policy-induced downturn in economic growth.

“However, while that risk has declined in the US, it remains elevated in the Eurozone and UK where the withdrawal–albeit gradual–of monetary stimulus present headwinds to growth.”

Across multi-asset portfolios, Thomas Miller Investment remains positioned close to longer-term asset allocation weightings across the major asset classes and major currency pairs, Oladimeji concluded.

 

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