Introduction

Quarterly Market & Portfolio ReviewBy Sam Hunt

Quarterly Market & Portfolio Review By Sam Hunt

Sam Hunt
    • 2018-19 saw solid returns for diversified investors, helped by a sharp rise in share markets in the last six months & solid returns from most assets with the exception of cash & residential property
    • Narrowing term and Credit spreads drove strong returns in the bond market
    • Key lessons from the last financial year were to: turn down the noise around investment markets, maintain a well-diversified portfolio; and cash continues to provide low returns.
    • Cash is still not king – while cash and bank deposits provided safe steady returns, they remain very low.

Read our Summary