Early Sunday morning saw the first signs of a light frost. It’s a harsh reminder that summer is officially over. I believe that there is a further warm spell on it’s way so Autumn could still yield a surprise or two yet.
When the leaves start to fall, it signals to me that it’s the time of the year where some serious investment decisions need to be made. October generally holds a few surprises, but then global markets usually start to rise from here.
Before I talk about our future direction, its worthwhile to describe what has happened so far this year.
Weather-wise this has been a record summer.
Investment-wise it hasn’t been as memorable.
In Brexit pre-occupied Great Britain, we believe much of the UK’s investment performance is driven by the negotiations held with the EU. “It’s all about us”. It isn’t. We are not the centre of the world’s investing public. Continue reading “October 2018 Investment Review”