Investment Commentary Q2 & Q3 2018

The latest 4 Shires investment commentary is now available! Click here to view the investment commentary online.

The topics in this commentary include:

  • US bond market and global valuations
  • Trade War – will Trump settle with China?
  • Vietnam update
  • Bolsonaro and Brazil
  • Venezuela, Maduro and oil
  • Italy and immigration
  • The Italian budget
  • The UK budget
  • Stocks: P Z Cussons, Palace Capital and Halfords
  • Markets: Technology correction, Emerging Markets and Europe
  • Investment outlook
  • Compliance section

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