Investments  

What next for markets?

  • Describe the factors that have driven investment returns in 2023
  • Explain how interest rates could impact future investment returns
  • Identify the correlations between asset classes in the current environment
CPD
Approx.60min
What next for markets?
(biasciolialessandro/Envato Elements)

Introduction

By David Thorpe

Investors have had much to cope with in 2023, with a constantly shifting narrative around inflation and the economic outlook, combined with geopolitical risks being elevated. 

But as we reach the halfway point of the year, what are likely to be the drivers of returns across the various asset class, and in multi-asset portfolios?

This guide will explore those questions for global equities, UK equities, bonds and multi-asset portfolios. 

This guide comes with 60 minutes of CPD. 

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. In feature two, what does Carrell say is "good news" for investors in 2023?

  2. In the same feature, which asset class does Coombs say has been on a "bit of a tear?"

  3. In feature three, according to Jackson, at what level of current discount is the UK market trading at relative to the US?

  4. In the same feature, what does Dobbie say could be the catalyst for a change in sentiment towards UK equities?

  5. In feature three, what does Jones say was the "key call" investors needed to get right in 2022?

  6. In the first feature, which segment do the contributors say has proved more resilient than expected in the face of higher inflation?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe the factors that have driven investment returns in 2023
  • Explain how interest rates could impact future investment returns
  • Identify the correlations between asset classes in the current environment

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