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Investors endured a tough 2018, with many stock markets falling as worries about US interest rates, the US trade war with China and slowing global growth weighed on risk appetite. Despite this, corporate earnings growth was strong last year and we believe equity market fundamentals remain resilient on the whole. In our view, the extent of market weakness, particularly in the fourth quarter, was unjustified and we think that equities should fare better this year. However, confidence is key and there are obstacles to be overcome. Depending on how events unfold, further changes to recommended asset allocations may be needed over 2019, and we will provide advice to Saunderson House clients as and when appropriate. For now, we give a review of 2018 and outline our thoughts for the year ahead.

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About The Author

Andrew Birt
Andrew is the Investment Director at Saunderson House and manages our team of in-house investment analysts. Andrew joined the ...
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