Brave enough to make a 2018 market call
2018 is shaping as a challenging year for investors and while some experts might want to hedge their bets, Money Management has found key fund managers and analysts who are prepared to make a definitive call in January and then back that judgement in July.
Led by keynote speaker Stephen van Eyk, Money Management will on 30 January be conducting a webinar in which the fund managers and analysts not only discuss the market outlook, but also make a call about the sectors in which they operate. Register for the webinar here: http://www.moneymanagement.com.au/events/webinars/analyst-forecast-forum-ask-experts
Speaking to Money Management, van Eyk said he believed there was much for advisers and their clients to consider moving into 2018, not least the appropriateness of long-short strategies in the evolving market environment.
Also ready to make a call are Insight Investment’s Adam Kibble, Premium China Fund’s Jonathan Wu and Perennial general manager, Investments, Brian Thomas.
Commenting on how 2018 was shaping, Thomas said it appeared to be evolving as another year of political and crypto madness with the real question being what would happen in investment markets.
“In simple terms the global economy was in effect ‘saved’ in the past 12 months by the rebound in commodity /energy prices coupled with a continuing building boom in China – with inflation still stubbornly low this supported growth asset prices,” he said. “But will these factors still be in play in 2018?”
“Apart from my forecast of returns across markets, that’s the big picture question that I will be focussing on in the Webinar,” Thomas said.
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