The Lowdown on Markets to 11th August 2017
In this week’s issue
- A sharp increase of tension between the US and North Korea creates some nervousness.
- Any military confrontation between both parties will increase tensions within the region.
- China’s Xi calls for a peaceful resolution to the US and North Korean confrontation.
- The Vix Index rises aggressively after recording an intraday low some 12 days previously.
- Investors abandon risk assets for safe haven assets of gold, bonds, Swiss francs and yen.
- History tells us that stock markets tend to over react to confrontations but then recover.
“Geo-political tensions rise whilst global equity markets react cautiously”
Peter Lowman, Chief Investment Officer
Peter Lowman has been in investment management for over forty years and prior to becoming Chief Investment Officer for Investment Quorum, he worked within a larger asset managers, primarily as an Investment Director with Cazenove’s. He is responsible for the overall investment strategy for Investment Quorum clients and sits on the Investment Quorum Committee.
This article does not constitute specific advice and investors should bear in mind capital invested is not guaranteed. Investment Quorum is authorised and regulated by the Financial Conduct Authority.