Our Chief Investment Office and experts share insights into our house view and macro trends.
Our investment conference this year with political broadcaster, Andrew Neil, tech fund manager, Ben Rogoff and Canaccord's own CIO, Michel Perera looked at what investors can learn from the current world of politics.
In the last week or so headlines have been dominated by talk of a recession. As concerns mount about the US-China trade war and slowing growth in the global economy, markets have fallen around the world.
In the US at least, upward market moves of the magnitude we have seen this year are unusual, especially when they are not preceded by a more significant correction (or market fall) than the one which occurred in the final quarter of 2018. Hence, we remain somewhat more cautious than of late.
If investment firms had been asked a few years ago: ‘Should we pay attention to politicians?’ the chances are they would have answered ‘No’. Can we continue to say this with impunity?
Having said earlier in the year that 'it should be remembered there are still some significant obstacles to overcome', we are not wholly surprised that the US-China trade war has escalated again, sparking investor nervousness. There are many unverifiable issues surrounding the trade war. There are, however, certain things we can surmise to help investors navigate the current uncertainty.
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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.