07 Jan 2019
It’s difficult to make predictions, particularly about the future! But we’re going to give it a go anyway. In the first video of our 2019 Outlook Series our panel of fund managers share their views on the outlook for interest rates and for equities in 2019. We also asked each fund manager to nominate a crowded trade, where the market is pricing an outcome as certain and they believe it isn’t going to play out.
The 2019 Panel
We’ve now tracked and reviewed over 1000 calls from ~50 fund managers participating in our weekly Buy Hold Sell videos series. The panel this year features the fund managers who have the highest successful hit rates and those who have made the best performing buy or sell calls.
- Matthew Kidman, Centennial Asset Management
- Ben Clark, TMS Capital
- Dean Fergie, Cyan Investment Management
- Ben McGarry, Totus Capital
- David Allingham, Eley Griffiths Group