Our latest BFI InSights investment update is online.
2018 has been a very challenging, to say at least, year for most asset classes bringing up the question “Where to invest in 2019?”. In our view, the case for international investments, precious metals and alternative investments is looking increasingly attractive.
In recent weeks, financial markets around the world have shown a lot of volatility again, this is mainly caused by all the uncertainties about trade issues. This will most likely continue until we know whether there is going to be a final deal between China and the U.S. However, there are a few developments that are worth mentioning:
These days the headlines are full of stories and largely meaningless numbers about stock markets, jobs reports or GDP growth ratios. Meanwhile, the most important topic at this point is generally ignored: interest rates.
Stock markets have been in retreat for several months now, despite overall positive global economic indicators. Meanwhile, a number of economists and commentators are forecasting a bear market in the making. Many blame this situation on the prospect of a trade war between the US and China.