More room to run in US equities, avoid UK and Europe | Outlook 2019
December 27, 2018 9:59 am
Heightened US-China tensions, tighter monetary policy, and a maturing global cycle contributed to turbulent conditions on the markets in 2018 and with economic growth, global politics, and central bank stimulus all at turning points, we look at whether Investors should expect more of the same in 2019. Oliver Wallin, from Octopus Investments, says investing in the equity markets over the next 12 months will be all about timing. He says with so many geopolitical and binary event uncertainties, like Brexit and the US-China trade war, not to mention elections in India, South Africa, Greece, Canada and Argentina, investors need to make sure they are comfortable with the risk they have on the table. A cyclical shift from late cycle to slowdown would normally see a move away from momentum towards previously unloved stocks and sectors – value defensive – (tech, commodities, discretionary towards staples, property, utilities with energy and financials in play when inflation kicks in) but Oliver says each cycle is different and it may be too soon to start embracing that cyclical shift and that growth still has potential in an environment of low rates.
We provide fast and flexible access to over 15,000 financial markets – including indices, shares, forex and commodities – through our award-winning range of platforms and apps.
Established in 1974 as the world’s first financial spread betting firm, we’re now the world’s No.1 provider of CFDs and spread betting* and a global leader in forex. We also offer an execution-only share dealing service in the UK, Ireland, Germany, Austria and the Netherlands. We have recently launched a range of affordable, fully managed investment portfolios, to provide a comprehensive offering to investors and active traders.
Through our low fees and smart price-sourcing technology, we help traders keep their costs down.
Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 79% of retail investor accounts lose money when trading spread bets and CFDs with this provider†. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit.
* Based on revenue excluding FX (published financial statements, February 2018).
Heightened US-China tensions, tighter monetary policy, and a maturing global cycle contributed to turbulent conditions on the markets in 2018 and with economic growth, global politics, and central bank stimulus all at turning points, we look at whether Investors should expect more of the same in 2019. Oliver Wallin, from Octopus Investments, says investing in the equity markets over the next 12 months will be all about timing. He says with so many geopolitical and binary event uncertainties, like Brexit and the US-China trade war, not to mention elections in India, South Africa, Greece, Canada and Argentina, investors need to make sure they are comfortable with the risk they have on the table.
A cyclical shift from late cycle to slowdown would normally see a move away from momentum towards previously unloved stocks and sectors – value defensive – (tech, commodities, discretionary towards staples, property, utilities with energy and financials in play when inflation kicks in) but Oliver says each cycle is different and it may be too soon to start embracing that cyclical shift and that growth still has potential in an environment of low rates.
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We provide fast and flexible access to over 15,000 financial markets – including indices, shares, forex and commodities – through our award-winning range of platforms and apps.
Established in 1974 as the world’s first financial spread betting firm, we’re now the world’s No.1 provider of CFDs and spread betting* and a global leader in forex. We also offer an execution-only share dealing service in the UK, Ireland, Germany, Austria and the Netherlands. We have recently launched a range of affordable, fully managed investment portfolios, to provide a comprehensive offering to investors and active traders.
Through our low fees and smart price-sourcing technology, we help traders keep their costs down.
Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 79% of retail investor accounts lose money when trading spread bets and CFDs with this provider†. You should consider whether you understand how spread bets and CFDs work, and whether you can afford to take the high risk of losing your money. Professional clients can lose more than they deposit.
* Based on revenue excluding FX (published financial statements, February 2018).
† For the 12 months preceding 1 October 2018.
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