June 2018

“A hugely profitable investment that doesn’t begin with discomfort is usually an oxymoron” Howard Marks

SUMMARY

  • Italy is leaving the conventional path of politics and is now prioritising its own interests over the Eurozone
  • This adds to the pressures building in several emerging markets, opening up interesting trading opportunities
  • Stress in markets such as Brazil, Mexico, Turkey and Argentina could offer trading entry levels over the summer
  • Family-owned businesses with superior potential are trading near the cheapest valuation levels in history

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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).

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