Thoughts on market instability re. global events
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just canvassing opinion on the direction of the markets following all of the recent global instability.. used to post occasionally on the PH forum but less so here.. are we in for a rough ride to come? seems to be a noticable dip in the last few days could this be the start of something bigger... Also does anyone get updates from Cobens generally? Am I missing somthing as I dont seem to get any kind of comms from them at all despite having a fair bit (for me anyways) invested with them. Thanks!
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Hi JQ74,
Ive discussed how markets move when uncertainty flares up and how quality rebounds. I would say that there hasn't been a noticeable dip and YTD overall we are doing very well. Nearly all other external portfolios im looking at are red and most of ours are positive.
On communication, unless we have a specific need to contact you we generally don't, rather, relying on any Direct Clients to use the forum, the dashboard and contact us if they need assistance, guidance etc.
No one can say what the market will do day to day however over decades when wars start, volatility increases for a period. As mentioned we have, so far been relatively unscathed. This is due in part to the USD which is seen as secure in uncertain times. I can also say with confidence that the businesses we invest in are largely unaffected notwithstanding longer term impacts from inflation and energy costs if the situation persists but even so that would be very small. It would be a concern if we held hospitality or infrastructure assets in the Gulf-we dont have any exposure.
If you want to discuss anything I'm happy to set up a call, alternatively you can email us:
support@cobensdirect.co.ukRegards
Adam