Monetary easing following the market sell off at the end of 2018 helped financial markets throughout 2019. A broad mix of asset classes generated close to 15% over the full year. All asset classes performed positively.
Keeping a relatively neutral position with a view to increase risk early 2020. Very strong asset class returns during 2019 leaves us cautiously positive towards end-year.
We have been attending Europe‘s largest Healthcare Conference in London, organised by Jefferies, a leading healthcare broker.