As equities have struggled over recent weeks, we’ve been asked several times whether this was a good time to allocate additional capital into the market, hopefully through Market Matters Invest, i.e. the portfolios we manage that are open for investment. While we provide general advice only and do not take into consideration any individual investors personal circumstances, we are still bullish towards equities over the medium term primarily because we see interest rate cuts unfolding over the next 12-18 months, a very bullish backdrop for stocks. We believe that active management can deliver strong risk-adjusted returns for investors, and our track record supports this claim.
