Graham Bishop, investment director at Heartwood Investment Management, looks back at the first half of 2019 and what investors should look out for in the next six months.
The first half of 2019 proved to be the mirror image of 2018's end for investment markets. On the heels of a dire festive period, investor appetite for riskier assets bounced back almost as quickly as it had previously faded. Why did this happen, and what should we look out for next? The current global economic cycle is among the longest in history, and while there is still room to make gains in financial markets, we must be mindful of its eventual endpoint. The end of a cycle typically occurs due to restrictive policy by a major central bank, or some kind of shock (such as an...
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