Market Commentary – January 2019

“The issues of Brexit, global trade wars, inflation and the US trade are still weighing heavily on investor’s minds. Additionally we now have discussion over populism and whether Europe and the Emerging Markets can step up if the world comes away from trade wars. Raymond James have written a very informative newsletter that covers all of these issues and puts them in context. They have been kind enough to say that we can publish it so that investors can see their house view and possibly adjust their thoughts on investment accordingly. It must be said that this is not an Orchard House (IFAs) Ltd view as we are not fund managers, but it certainly makes for a very interesting and informative read.”

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