The estimated ARC Index results for November are now available.

Avoiding A Perfect Storm

31/12/2016

At the start of 2016 the prevailing market sentiment was one of nervousness that both equity and bond prices were going to struggle as global debt ratios were predicted to reach new highs, world economic growth stagnate; commodity prices collapse; and currencies face turmoil as the debt-driven Chinese economic expansion abruptly ended. Whilst at the extreme end of the scale, the views of Andrew Roberts were not as outlandish as they might appear to investors looking back on a year of solid if not spectacular investment returns.

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