Quarterly market insights: October 2018

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This is the inaugural edition of Quarterly Market Insights from the Multi Asset team at Perpetual Investments. The document is a compilation of our thoughts and views of key issues in financial markets, the earnings and economic cycle, the interaction of policy makers and how our portfolios are helping your clients achieve their investment goals.

The report is broken into three sections; firstly, there is a summary of and outlook for the macro backdrop, then we examine the developments in major financial markets and finish off discussing how the first two factors have impacted the investment return of our funds and they are now positioned.

Matt Sherwood
Head of Investment Strategy, Multi Assets

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