Please find this month’s Market Commentary newsletter which contains our view on the stock market based upon fundamental and technical analysis along with some recommended investments for the current market.
We wish all our clients a very Happy New Year and all the best for 2017. Last year will best be remembered for Brexit and Donald Trump – partly due to the unexpected nature of the results, but also due to the profound shift in international relations they will create. This year looks set to be a year to be endured rather than enjoyed, at least during the first half when the heavy political calendar is set to dampen European growth. However, despite these heightened political risks, we expect global equities to deliver decent returns over the full 12 months thanks to stronger economic growth, higher inflation and increased investor participation.