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ANCHOR CAPITAL STRATEGY & ASSET ALLOCATION 1Q18

13 February 2018

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by Anchor

A look at our strategy and asset allocation for the 1st quarter of 2018.

For the full report and our views on each asset class, click here.

This report outlines our strategic views on global financial markets and our corresponding asset-allocation decisions. The global economy has entered the New Year with much positive momentum: GDP growth rates have continued to edge higher, buoyed by increasing degrees of positive sentiment amongst business, consumers and investors. In addition to the self-fulfilling virtuous spiral of growth, the world economy is benefiting from more favourable economic policies, implemented by the relatively pro-business administrations in both the US and Europe. On the domestic front, political developments have also recently shifted towards being a net-positive for financial markets.

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