Insights, December 2018 - Fund Updates


We have often referenced the changing landscape in global markets once the 10 years of Central Banks’ Quantitative Easing (QE) experiment eventually finished and Quantitative Tightening (QT) began. This event was met with uncertainty and therefore heightened volatility.

Whilst understanding the dynamic, we were unsure just how this may play out. No one did. The December quarter of 2018 became a momentum driven risk off period where no asset class (outside cash) was safe. In fact in 2018, the only asset classes that posted a positive return were cash and the Japanese Yen.

Download the quarterly report by clicking HERE

TAGS : Australian equities, Dynamic Equity, Fund update, Latest report, Micro-cap, November, Premium Small Companies, Small caps