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The markets appear to be having something of a re-run of early 2016, probably the last time that they worried about a tightening cycle.
The first few weeks of January have been as ‘bad’ as December was ‘good’, but much of this is a confusion between the headline numbers dominated by the megacaps and the reality beneath the surface, which is one of considerable rotation.
Traditionally, Year Ahead pieces tend to take the form of a laundry list of predictions about ‘key market variables’, alongside some narrative to support why these might be slightly above, or slightly below, the consensus.
As the title implies, this is now the last in a short series of posts that addresses four important and inter-related problems with Wealth Management and by extension Asset Management and in this conclusion offers a Solution.
This is the fourth in a short series of posts which address four important and inter-related problems with Wealth Management and by extension Asset Management and in conclusion offers a Solution.