February 2018

“Risk comes from not knowing what you’re doing.” Warren Buffett


  • Equity markets reached extremely overbought conditions in January and entered into a phase of consolidation
  • This is likely to remain insulated in equity markets as credit spreads and precious metals hardly reacted
  • Inflation will slowly rise further but not at a pace that should cause an inflation scare
  • Central banks will continue on their advertised path and markets will find a floor over the next weeks

Download (PDF, 1.74MB)


Please feel free to contact if you have any questions.

ACP Investment Partners LLP is an unregulated Limited Liability Partnership and promotes the regulated financial services of ACPI Investments Limited (ACPI IL) & ACPI IM, which are authorised and regulated respectively in the United Kingdom by the Financial Conduct Authority and in Jersey by the Jersey Financial Services Commission.

This promotion has been approved by ACPI Investments Limited (FCA Register IRN 192403).