Daniel Greenwood Chief Investment Officer
The global expectations of consistent rates of returns could truly get enhanced over the next two financial quarters . Our quantitative analytics team see’s exceptional value in very specific sectors in the global markets , starting with technology, energy shares and commodities . The key to enhancing your portfolio in todays market is buy value and being completely diversified . Value will be value and asset bubbles , will be asset bubbles. The new normal could see oil run to $180 and a global decoupling of markets. The US could absolutely rally while Europe and Asia tapper off.
China is going through its first recession , you simply can’t default on debt like many Chinese Conglomerates have done and expect institutional and retail funds. “Investors simply lose faith in the management style and growth prospects for the short term in China “
