Our lead article to begin the new year takes a look at the tech companies known as the Magnificent Seven. Will these 'superheroes' drive market returns again in 2024?
Investment Insights Q1 2024
4 January 2024
This quarter we also consider the election fever that's likely to grip investors this year; and with growth slowing and interest rates at elevated levels, we try to offer some insights into what all the headlines proclaiming 'higher for longer' mean for you as well as setting out some plans for when economic recovery might look more certain.
Looking further into the future, our final article considers the big policy changes that will be needed to meet the demand for clean energy as the world makes the transition away from fossil fuels.
Liz Savage and Ed Smith
Co-chief investment officers
Download our Investment Insights Q1 2024