Webinar: balancing investment risk with opportunities in 2024

This webinar was hosted by Thomas Becket and Richard Champion and originally published by CGWM. 

Despite an extremely turbulent and ultimately difficult 2023, the final two months of the year proved positive for investors. Inflation decreased, central banks put a hold on further interest rate hikes, and there was reason to feel hopeful about investment opportunities in the new year.

As we step into 2024, there are a range of factors for us to consider when shaping our asset allocation, particularly when looking at the long-term investment success of our client portfolios.

In our latest market update, recorded on 11 January, our Co-Chief Investment Officers, Richard Champion and Thomas Becket, came together to discuss their thoughts on the ever-evolving global economy – the key events of 2023 that got us here and where they believe the key investment opportunities lie in the new year.

They explore:

• The factors that created a positive outcome for the markets in November and December
• The opportunities that can be found in fixed income investments
• When central banks might start to reduce interest rates
• Whether the ongoing geopolitical issues will de-rail the recent market recovery.

You may also be interested in:

• Take the long view: why staying invested is better than moving to cash
• Latest investment outlook
• Investing in UK Equities | SMID Caps

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

This is not a recommendation to invest or disinvest in any of the companies, themes or sectors mentioned. They are included for illustrative purposes only.

The information contained herein is based on materials and sources deemed to be reliable; however, Adam & Company makes no representation or warranty, either express or implied, to the accuracy, completeness or reliability of this information. Adam & Company is not liable for the content and accuracy of the opinions and information provided by external contributors. All stated opinions and estimates in this article are subject to change without notice and Adam & Company is under no obligation to update the information.