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Expecting a sell-off in Equities

Expecting a sell-off in Equities

https://www.google.com/url?q=https://www.bloomberg.com/news/videos/2019-05-13/mw-capital-looking-for-opportunities-to-increase-china-allocation-video&source=gmail&ust=1557820177061000&usg=AFQjCNGCo5uLtm-rXzObH8RZb4IA7stEFQ

We expect the Equity markets will sell-off, due to the sheer size of the run up in 1Q and also due to the ‘new’ uncertainty, that the trade discussions will continue for some time yet. We took risk off towards the end of the 1Q and again over the last two weeks. We are hoping to reallocate into some excellent valuation opportunities in the next few weeks/months. China is only a small part of that story.

It’s better to be out, wanting to be in, than in, wanting to be out