Market Insights > Slice of Pie Newsletter > Jan 2020, Issue No. 137
In this month's newsletter, Mike shares what we’ve learned to shape our approach to 2020.
Global markets have been extremely strong since October, coinciding with the US Federal Reserve once more expanding its balance sheet (or 'printing money').
Mike and Liam take a look at the year in review; how did their predictions hold up? The pair look at emerging market performance, the yield curve inversion, Trump's wall and a further market sell-off.
Looking back to go forward. Reasons for (cautious) optimism.
January 2020 Fact Sheet
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We are taking steps to try to preserve investor capital and take advantage of opportunities, arising from the severe market disruption associated with COVID-19.
To assist with buying into the current severe sell-off we have secured approval from our supervisor for a temporary exception to our Statement of Investment Policies and Objectives (SIPO), to allow us to exceed our maximum number of positions for the following funds:
We sought permission to increased position limits because we believe it will help us better serve our investors’ interests by:
The exemption is in force now. We will review the need for the exception in six months. If market conditions have returned to more normal settings, we will return within SIPO limits.