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Multi-Asset Blog – Market update and positioning

07 January 2019

Will Bartleet, CIO and Portfolio Manager of Pacific Multi-Asset
Market commentary, portfolio positioning and outlook

After nearly a decade of a mostly uninterrupted rise in equity markets, the final months of 2018 saw a sharp pick up in volatility and a decline in stock markets around the world. Headwinds for the markets have been building over the last few months: central banks have persisted with interest rate increases and ended their QE programmes, uncertainty surrounding Brexit has continued, the trade war between the US and China has intensified and global growth has slowed.  

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