Article last updated 22 July 2025.
2023: a year in review
Before we look forward to 2024, our Co-CIO takes stock of 2023 and asks what we can learn from this past year’s stop-start recovery. 1
You can also read Ed’s full review and outlook here
Sign up for here for our next Investment Insights webinar on 16 January, hosted by Ed.
Looking ahead to 2024.
Having looked back at 2023 in the accompanying video, our Co-CIO discusses the most likely path ahead for the global economy.
A fundamentally weak profit environment may challenge all but the highest quality companies in the first half of 2024, and another one or two large dips wouldn’t be surprising. However, the outlook for inflation – a huge source of uncertainty for investors last year – is much improved, especially outside of the US. With many parts of the global markets offering very attractively priced opportunities, there’s much to look forward to.
You can also read Ed’s full review and outlook here
Sign up for here for our next Investment Insights webinar on 16 January, hosted by Ed.