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Hub News #36 - Winter 2018

Hub News #36 Winter 2018

Stock markets have a ‘end of the party’ feel to them today. Everyone knows that the dancing has to stop, but at the moment, they’re having too nice a time. 

The experience of Bitcoin suggests everyone should be wary of over-exuberance where they see it and as there can be little doubt that some parts of both bond and equity markets look highly valued today. Interest rates are rising, inflation is becoming a greater risk, and there are plenty of reasons for caution. 

That is not to say that there’s aren’t opportunities. 2017 saw financial markets polarised between fashionable growth, and unloved value, and high valuations are not universal. In this edition of Hub News, we aim to draw your attention to some of the areas that have been left behind, where there still appears to be value. We also look at some of the issues likely to preoccupy markets in 2018, including inflation and the withdrawal of quantitative easing. 

As always, we hope you fi nd it an illuminating and insightful read. Please send any thoughts or feedback to

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Cherry Reynard

  • AXA Investmnent Managers
  • Baillie Gifford
  • BlackRock
  • BNY Mellon
  • Fidelity International
  • First State Investments
  • Goldman Sachs Asset Management
  • Investec Asset Management
  • Invesco Perpetual
  • Janus Henderson Global Investors
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • Legal & General Invesment Management
  • M&G Investments
  • Schroders
  • Square Mile Investment Consulting & Research
  • Neptune Real World Investors