Leading indicators point to challenges ahead

As any experienced investor can tell you, markets are forward-looking. Howard Marks once said, “Being far ahead of your time is indistinguishable from being wrong”, but the opposite can also be true – what’s wise in the beginning is folly in the end. Leading indicators are one way that professional investors keep their eyes firmly focused on the future. There is a huge range of leading indicators out there, and it can be difficult to know which ones to watch. To help readers decide which ones to watch, asked some of our contributors about the leading indicators they watch and what they’re telling them right now. Responses from BT Investment Management, AMP Capital, Longview Economics, Evidente and Narrow Road Capital. (VIEW LINK)