October 2018

“It’s a correction that I think is caused by the Federal Reserve, I think the Fed is out of control.” Donald Trump

SUMMARY

  • US bond yields pushing beyond the three percent level triggered a tantrum in equity markets
  • This is not surprising and, importantly, also serves as a signalling mechanism to central banks
  • China’s supply-side reforms are bullish for the country but inflationary for the World
  • As the current correctional pattern unfolds, entry levels into many assets are becoming very attractive again

Download (PDF, 2.39MB)

Questions?

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).

Accept