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The year ahead, tell us what you think

25012019_polls

The year ahead, tell us what you think

Through late-December I was lucky enough to be on holiday with my partner and her family in sunny Hawkes Bay, New Zealand. Some of my joy was clouded by the wave of headlines, and seeing the performance numbers for December across world markets. 

Screen Shot 2019-01-24 at 3.17.17 pm

Note returns are in USD, Source: Willbanks Smith & Thomas

In the sea of red, it is hard not to get caught up in the hype and hysteria. In fact, according to a recent survey by Westpac-Melbourne Institute, the Consumer Sentiment index fell 4.7 per cent in January which equates to the largest monthly decline in over three years and marks a shift in trend from 2018, as below:

Screen Shot 2019-01-24 at 3.19.59 pm

We like to stay close to what our readers are thinking, so would like to hear your thoughts on what lies ahead in 2019 for equities with a quick three question poll:

Where do you think the best returns will come from in 2019?

 

Now focussing on equities, what style of strategy do you think will perform best in 2019?

 

Also for equity markets, where do you think the greatest risks lie for the year ahead?

 

I will summarise the findings in a blog post in coming weeks, along with some insights from our CIO’s here at Montgomery, Roger Montgomery and Andrew Macken.

Thanks for your participation and we look forward to sharing the findings with you.

INVEST WITH MONTGOMERY

Dean joined Montgomery Investment Management in June 2016. Dean joined the firm from Colonial First State, where he was a Consultant for Retail Sales for 2 years. Prior to this, Dean was also a Relationship Manager with the Commonwealth Bank of Australia, where he spent 5 years working in Retail Banking.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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Comments

  1. Hi,

    Not a completely dismissive exercise to know what others think the future holds. But prediction can be a bit of a mugs game. Best to be prepared (as best as possible) for whatever outcomes eventuate and seize on any opportunities.

    What would be worthwhile is reconciling the results above at the end of the year to see how wrong or how right the overall consensus is.

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