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HOUSE REPORT - Q1 2024
True grit
As we look back on 2023, the real surprise for investors was not the succession of geopolitical shocks, but rather the extraordinary resilience of the world economy.
Can it pull off the same trick in 2024?
Guy Monson, Chief Market Strategist, shares the outlook for the coming year.
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Fixing food: food security in an insecure world
The global food system faces a trilemma of geopolitical risks, climate change and rising production costs. Finding solutions opens up an array of enduring investment themes. Many people hope that the high food prices caused by the pandemic’s dislocation of supply chains and the war in Ukraine will...
Read more >Six minute strategy - A soft landing for the world
Soft landings are rare – there have probably been just two in the past 60 years. So the possibility of soft landings across the G20 and in five major emerging economies is worth paying attention to. Guy Monson, Chief Investment Strategist, outlines what could lie ahead for global...
Watch video >Fake or fortune: Are things really as they seem?
In today’s world it can be hard to distinguish between illusion and genuine opportunity. Children of the 1970s were offered a future with mining colonies on the moon, ubiquitous hovercraft and free energy from nuclear fusion. At that point, nobody mentioned indispensable (read: addictive), hand-held devices that have...
Read more >Multi-asset outlook Q1: Opportunity knocks
We are optimistic about the investment opportunities we see ahead in bonds, alternatives and equities. At this stage, staying fully invested and well-balanced will be crucial. After a strong end to 2023, world markets appear to have stabilised for the time being. Of the outcomes ahead, we believe...
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