After a strong end to 2023, world markets have broadly stabilised. Looking ahead, we see four key portfolio ideas for 2024:
- Harvesting above-inflation yields from good-quality bonds
- Capturing strong earnings growth, particularly via equity income strategies
- Benefiting from paths less travelled in de-carbonisation and electrification
- Finding UK safe havens in a world of geopolitical risk.
Join Guy Monson for a deeper dive into our top four for ‘24.