Quarter One 2018 – Investment Commentary

By April 30, 2018 No Comments

After a surprisingly calm investment environment last year, financial market volatility returned with a vengeance at the beginning of 2018. From the last week of January to the second week of February, global equities dropped 10%, marking the first stock market correction since early 2016.

Of course the headlines cast this statistical concept in its familiar role as “investors’ most fearsome enemy”.

However, volatility may be getting a bad press. It’s not a villain, and it’s not always synonymous with portfolio losses.

Please click the button below for further comments on the impact of volatility and information on performance over the First Quarter of 2018.

Read the commentary

Investment Risk Warnings

Please remember the value of your investments and any income from them can go down as well as up and you may get back less than the amount you originally invested. All investments carry an element of risk which may differ significantly.

If you are unsure as to the suitability of any particular investment or product, you should seek professional financial advice. Tax rules may change in the future and taxation will depend on your personal circumstances. Charges may be subject to change in the future.

For each of the portfolios we recommend we are able to demonstrate, using back tested simulated data, the historic returns, the anticipated future returns (allowing for inflation) and the historic downsides (including the worst case scenario that would have been experienced had you been invested throughout the data period), over a variety of time periods.