{"id":9042,"date":"2023-12-08T15:58:48","date_gmt":"2023-12-08T15:58:48","guid":{"rendered":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/"},"modified":"2023-12-08T16:12:47","modified_gmt":"2023-12-08T16:12:47","slug":"six-minute-strategy-the-everything-rally","status":"publish","type":"post","link":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/","title":{"rendered":"Six minute strategy &#8211; The Everything Rally"},"content":{"rendered":"<p>A peak in rates is usually good for markets. Bang on cue, we have seen rallies across almost every asset class. <\/p>\n<p>Can this continue? The backdrop for 2024 is supportive: <\/p>\n<p>\u2022\tWe expect US inflation to fall to 2-2.5%<br \/>\n\u2022\tEarnings growth of 10-15% is feasible in major equity markets<br \/>\n\u2022\tGlobal dividends are set to rise by nearly 8%.<\/p>\n<p>Guy Monson assesses how durable returns could be as we move into 2024.<\/p>\n<p><div class=\"responsive-container\"><iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/Hvmi4CysJjI?si=4q6kKPcnRIkNPnYg\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div><\/p>\n<p><a href=\"https:\/\/sarasinandpartners.com\/wp-content\/uploads\/2023\/12\/Six-min-strategy-5-December-SP.pdf\" target=\"_blank\" rel=\"noopener\">Download the presentation<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A peak in rates is usually good for markets. Bang on cue, we have seen rallies across almost every asset class. Can this continue? The backdrop for 2024 is supportive: \u2022 We expect US inflation to fall to 2-2.5% \u2022 Earnings growth of 10-15% is feasible in major equity markets \u2022 Global dividends are set...<\/p>\n","protected":false},"author":19,"featured_media":14519,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,28,148],"tags":[],"coauthors":[81],"class_list":["post-9042","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economicview","category-markets","category-video"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Six minute strategy - The Everything Rally - Sarasin &amp; Partners South Africa<\/title>\n<meta name=\"description\" content=\"Guy Monson assesses how durable returns could be as we move into 2024.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Six minute strategy - The Everything Rally - Sarasin &amp; Partners South Africa\" \/>\n<meta property=\"og:description\" content=\"Guy Monson assesses how durable returns could be as we move into 2024.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/\" \/>\n<meta property=\"og:site_name\" content=\"Sarasin &amp; Partners South Africa\" \/>\n<meta property=\"article:published_time\" content=\"2023-12-08T15:58:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-08T16:12:47+00:00\" \/>\n<meta name=\"author\" content=\"Guy Monson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@sarasinpartners\" \/>\n<meta name=\"twitter:site\" content=\"@sarasinpartners\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Guy Monson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/\"},\"author\":{\"name\":\"Guy Monson\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#\\\/schema\\\/person\\\/66421d49e781563db76a8340fb37e3d7\"},\"headline\":\"Six minute strategy &#8211; The Everything Rally\",\"datePublished\":\"2023-12-08T15:58:48+00:00\",\"dateModified\":\"2023-12-08T16:12:47+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/\"},\"wordCount\":77,\"publisher\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2023\\\/12\\\/JGEM_WEB_081223.jpg\",\"articleSection\":[\"Economic view\",\"Markets\",\"Videos\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/\",\"url\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/\",\"name\":\"Six minute strategy - The Everything Rally - Sarasin &amp; Partners South Africa\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2023\\\/12\\\/JGEM_WEB_081223.jpg\",\"datePublished\":\"2023-12-08T15:58:48+00:00\",\"dateModified\":\"2023-12-08T16:12:47+00:00\",\"description\":\"Guy Monson assesses how durable returns could be as we move into 2024.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#primaryimage\",\"url\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2023\\\/12\\\/JGEM_WEB_081223.jpg\",\"contentUrl\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2023\\\/12\\\/JGEM_WEB_081223.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/think\\\/six-minute-strategy-the-everything-rally\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Six minute strategy &#8211; The Everything Rally\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#website\",\"url\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/\",\"name\":\"Sarasin &amp; Partners South Africa\",\"description\":\"Sarasin &amp; Partners\",\"publisher\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#organization\",\"name\":\"Sarasin &amp; Partners South Africa\",\"url\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/sarasinandpartners.svg\",\"contentUrl\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/wp-content\\\/uploads\\\/2019\\\/12\\\/sarasinandpartners.svg\",\"width\":532,\"height\":197,\"caption\":\"Sarasin &amp; Partners South Africa\"},\"image\":{\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/x.com\\\/sarasinpartners\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/sarasin-&amp;amp;-partners\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/sarasinandpartners.com\\\/za\\\/#\\\/schema\\\/person\\\/66421d49e781563db76a8340fb37e3d7\",\"name\":\"Guy Monson\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Six minute strategy - The Everything Rally - Sarasin &amp; Partners South Africa","description":"Guy Monson assesses how durable returns could be as we move into 2024.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/","og_locale":"en_GB","og_type":"article","og_title":"Six minute strategy - The Everything Rally - Sarasin &amp; Partners South Africa","og_description":"Guy Monson assesses how durable returns could be as we move into 2024.","og_url":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/","og_site_name":"Sarasin &amp; Partners South Africa","article_published_time":"2023-12-08T15:58:48+00:00","article_modified_time":"2023-12-08T16:12:47+00:00","author":"Guy Monson","twitter_card":"summary_large_image","twitter_creator":"@sarasinpartners","twitter_site":"@sarasinpartners","twitter_misc":{"Written by":"Guy Monson","Estimated reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#article","isPartOf":{"@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/"},"author":{"name":"Guy Monson","@id":"https:\/\/sarasinandpartners.com\/za\/#\/schema\/person\/66421d49e781563db76a8340fb37e3d7"},"headline":"Six minute strategy &#8211; The Everything Rally","datePublished":"2023-12-08T15:58:48+00:00","dateModified":"2023-12-08T16:12:47+00:00","mainEntityOfPage":{"@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/"},"wordCount":77,"publisher":{"@id":"https:\/\/sarasinandpartners.com\/za\/#organization"},"image":{"@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#primaryimage"},"thumbnailUrl":"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2023\/12\/JGEM_WEB_081223.jpg","articleSection":["Economic view","Markets","Videos"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/","url":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/","name":"Six minute strategy - The Everything Rally - Sarasin &amp; Partners South Africa","isPartOf":{"@id":"https:\/\/sarasinandpartners.com\/za\/#website"},"primaryImageOfPage":{"@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#primaryimage"},"image":{"@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#primaryimage"},"thumbnailUrl":"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2023\/12\/JGEM_WEB_081223.jpg","datePublished":"2023-12-08T15:58:48+00:00","dateModified":"2023-12-08T16:12:47+00:00","description":"Guy Monson assesses how durable returns could be as we move into 2024.","breadcrumb":{"@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#primaryimage","url":"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2023\/12\/JGEM_WEB_081223.jpg","contentUrl":"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2023\/12\/JGEM_WEB_081223.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/sarasinandpartners.com\/za\/think\/six-minute-strategy-the-everything-rally\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/sarasinandpartners.com\/za\/"},{"@type":"ListItem","position":2,"name":"Six minute strategy &#8211; The Everything Rally"}]},{"@type":"WebSite","@id":"https:\/\/sarasinandpartners.com\/za\/#website","url":"https:\/\/sarasinandpartners.com\/za\/","name":"Sarasin &amp; Partners South Africa","description":"Sarasin &amp; Partners","publisher":{"@id":"https:\/\/sarasinandpartners.com\/za\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/sarasinandpartners.com\/za\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/sarasinandpartners.com\/za\/#organization","name":"Sarasin &amp; Partners South Africa","url":"https:\/\/sarasinandpartners.com\/za\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/sarasinandpartners.com\/za\/#\/schema\/logo\/image\/","url":"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2019\/12\/sarasinandpartners.svg","contentUrl":"https:\/\/sarasinandpartners.com\/za\/wp-content\/uploads\/2019\/12\/sarasinandpartners.svg","width":532,"height":197,"caption":"Sarasin &amp; Partners South Africa"},"image":{"@id":"https:\/\/sarasinandpartners.com\/za\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/x.com\/sarasinpartners","https:\/\/www.linkedin.com\/company\/sarasin-&amp;amp;-partners"]},{"@type":"Person","@id":"https:\/\/sarasinandpartners.com\/za\/#\/schema\/person\/66421d49e781563db76a8340fb37e3d7","name":"Guy Monson"}]}},"_links":{"self":[{"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/posts\/9042","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/comments?post=9042"}],"version-history":[{"count":0,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/posts\/9042\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/media?parent=9042"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/categories?post=9042"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/tags?post=9042"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/sarasinandpartners.com\/za\/wp-json\/wp\/v2\/coauthors?post=9042"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}