November 2018

“Italy is now a great country to invest in… today we have fewer communists and those who are still there deny having been one. Another reason to invest in Italy is that we have beautiful secretaries… superb girls.” Silvio Berlusconi 2003, addressing the New York Stock Exchange

SUMMARY

  • As the current correction is running its course, equities continue to be susceptible to rate shocks in the future
  • Although this drawdown in the US may last somewhat longer, emerging markets are beginning to stabilise
  • Valuations are looking increasingly interesting for longer-term investments but also for tactical opportunities
  • Seasonal factors point to potentially very attractive returns in the US and Japan over the next six months

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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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