THE start of the year is always an opportunity to step back and re-evaluate the environment, whether it be setting personal goals, reassessing your career or reviewing your investment plan. As you do the latter, I hope my 10 key investment themes below will help you decide how you might tweak your portfolios in January.
In summary, we see the start of 2024 as beneficial for investors. However, we feel less confident about projecting this through the whole of 2024. Therefore, we would look for signs that greed is becoming pervasive, or that the US economy is heading towards a recession, to reduce risk exposures at some point this year.
The writer is group chief investment officer of Standard Chartered’s...
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