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Will investors have a more certain hope in 2024?

In these videos Rathbones’ co-chief investment officer Ed Smith gives a review of 2023 and discusses our outlook for 2024.

By Ed Smith, Co-Chief Investment Officer 19 December 2023

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Article last updated 2 January 2024.

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.

1 The comment in the 2023 review video about the deflationary 3-month rates of change in key measures of inflation (about 2- minutes in) refers only to the Eurozone.

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