A few thoughts for 2018

Welcome to the 17th edition of the BKI Quarterly Report, prepared by Contact Asset Management. As we approach the end of the year, we wish you and your families a safe and happy Christmas. Thank you for your continued support.

In this edition we consider a few issues that are front of mind as we look into 2018 and beyond. We don’t intend to try to make a market prediction as to where we’ll be in twelve months – that’s too short a time horizon for us! Nevertheless, there are a number of interesting dynamics in our market that we think will dominate headlines in the coming year. We share our thoughts on a few of these below.

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