As we move through the second half (2H) of 2018 we worry the first half (1H) might have delivered better returns than the second half will.
You may recall that at the start of the year we provided a very short summary of what people were thinking titled “18 Outlooks for 2018”. In that report we highlighted in one paragraph the consensus view on how major markets would perform and where the prognosticators thought one should over or underweight their investments. Read the half year update.
